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Re: SemiconEng post# 14845

Thursday, 10/09/2003 3:42:15 PM

Thursday, October 09, 2003 3:42:15 PM

Post# of 97827
Yes, I said Centrino wasn't "pulling its weight" in MAY. I didn't say, "Centrino will never pull its weight."

You made a claim here http://www.investorshub.com/boards/read_msg.asp?message_id=1336992 that Best Buy had 10 Centrino Models Available.

I showed you wrong here http://www.investorshub.com/boards/read_msg.asp?message_id=1338753
I didn't see any admission of wrong by you!

Considering that Intel spent 1/3 of a $Billion on Centrino marketing, selling 2M of them 6 months after intro seems to me a Pyrrhic victory.

Even Intel admits that they oversold the Centrino. I suspect they are production-limited at ~2M/Q. They need the chip lines for doubling die sizes with bigger cache.

Petz


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