Intel Corp (INTC)

[jhalada]

chipguy,

Montecito was delayed for nearly a year? So you expect it
not to ship in volume until early 1Q07?

No, H2 2006 vs. H2 2005.

The fact is SGI was the author of its own misfortune in Q2.
Madison 9M 667 MHz FSB SKUs have been available for
a while but SGI simply stumbled on the intro of the 4700
series Altix entirely on its own.

Seems like an answer of the socialist, when faced with failures of socialist experiments: "They were not socialist enough".

"Since I joined the Company less than 90 days ago, we have redefined our strategies and approaches across markets, geographies, and products. The intent of these efforts is to reposition the Company to address 80% of our customers' spend versus the 20% we address today...
http://biz.yahoo.com/prnews/060425/sftu137.html?.v=28

Could the new CEO be thinking beyond Itanium?

Joe