wbmw,
Right, the famous Celeron 310 as found on Newegg.com, right? You do realize that this part is so old that Intel does not show it on its price list? That means these parts are most likely some of the inventory that Intel is offloading at low prices, even though the part has already been EOL'ed.
Froogle shows approximately 180 places selling them. Newegg shows 3 other parts selling for less than $50. Intel re-released an old el-cheapo chipset to be able to sell these in volume at the lowest possible cost. Chinese OEMs may be getting these, in lots of 1000 for less than $30.
Intel is frantically trying to hold onto share, sacrificing ASPs and revenues.
The may be a reversal will likely come in Q4, but there is going to be a lot more pain and suffering for investors. Intel is at its low again (RTQ).
First, Smithfield is not a 300mm^2 die. According to numerous sources on the web, it's closer to 206mm^2
I was wrong, you are right about this.
Second, the point of this product is to start generating demand for low cost dual core products in order for Intel to meet their ramp goals for the year.
I am not sure if this makes any sense. It's like saying we will sell spam in order to generate demand for pâté de foie gras.
Only if you ignore the fact that your objections are either gross exaggerations, or already built into Intel's original guidance.
They may be built into the guidance, or they may not. No way to tell for sure. But the overriding goal appears to be to hold unit market share, not to deliver on Q2 guidance. That makes me think that Q2 results will be sacrificed to meet goal #1.
Joe
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