Intel Corp (INTC)

[SemiconEng]

Intel sticks to transition schedule

http://tinyurl.com/28q3m
SAN FRANCISCO (CBS.MW) -- Intel executives declined to comment on current business conditions during a scheduled analyst meeting in New York Thursday, but Chief Executive Craig Barrett said the chipmaker remains on track for a technology transition every two years.

Intel is currently transitioning to chips built with circuits 90 nanometers apart from the previous generation of 130-nanometer chips. Barrett said Intel is on schedule to transition from 90-nanometer chips to 65-nanometer chips in two years. A nanometer is one billionth of a meter.


*** So..... If I read the first paragraph, it would suggest that 65nm will come 2 years from the start of the transition to 90nm, which happened way back when, but if I read the second paragraph, does that suggest 2 years from "now"? Which is it?

*** Also, doesn't this paragraph seem to contridict some reports that I've been reading from analyists, about chip inventory buildup among the top semiconductor manufacturers?


During a question and answer session, Bryant said inventories should be flat in the second quarter and down in the third quarter. As for inventory levels at Intel's customers, Bryant said he had noticed no changes.


*** Hummmmm..... If that's true, then perhaps we're not in for just a "flat/seasonal" Q2 revenue report after all