Intel Corp (INTC)

[jhalada]

chipguy,

Wrong. This is risk build material. It is insurance against
a last minute problem in ramping Conroe. It is sold off *as*
Conroe shipments ramp.

That comment seems to indicate unfamiliarity with the financial side of the business.

Ok, Conroe ramps from 0% to 10% or desktop, say in first month or two. Now how do you dump the risk build material, without affecting the other 90% of desktop that is still Netburst (the same as the risk material)? Conroe pricing is not high enough to single handedly maintain ASPs at $150, with everything else selling substantially below that threshold. Intel will still need some Netburst based product selling at or above $150, for some time to come.

Joe