Intel Corp (INTC)

[jhalada]

wbmw,

>> Stop wafer starts of these, of course.

Joe, the wafers stopped months, if not quarters, ago. Quotes like these seem to indicate that you aren't paying attention to the notion that OEMs have excess inventory that needs to be burned off, or in some cases let go to the grey market. Intel is probably eating some of these costs, but like others have pointed out, at least this has been baked into their forecasts.

I strongly doubt that Intel has stopped wafer starts of single core Netburst dies. What makes you think so?

BTW, for purposes of a bin like this, 90nm vs. 65nm is irrelevant.

Joe