Intel Corp (INTC)

[Elmer Phud]

Constantine -

Anyway, all of AMD's products that I mentioned are not "powerpoint" products but real products that have been demonstrated at numerous venues.

Many of us distinguish between prototypes, engineering samples etc and real products. It must be manufacturable to be a product.

Every single product introduction in the last 18 months has been delayed with no explanation given. It seems to me that must have some internal bs going on that we don't know about. It can't be something as simple as "their .13 is broken" because the delays were widespread and started way before the .13 process.

You are correct about the continuous delays but it's not true to say no explanation has been given. The have constantly explained by saying yields are fine, yields are the best in the world, Hammer is on schedule, Barton is on schedule, .13u is on schedule etc etc. The problem is that the explanations don't match up with the facts. Yields were fine but the fab couldn't produce half of what it should have been producing. The .13u process is fine but Athlon won't scale. Hammer is on schedule but only sampling at 800MHz. You name it, they have an explanation, it's just doesn't wash.

EP