Intel Corp (INTC)

[Nitt]

re:"the MB manufacturers have had Hammer samples for many months now"

Yea, but without production silicon any validation is suspect. System manufactures who care will need to do a lot of testing to make sure stuff works once they get all the pieces. This will not matter as much to some of the white box guy's, and it won’t matter to some of the people who just have to have the newest everything (a very small number).

Re"Most Hammer boards will come with USB 2.0, AGP 8x, Serial ATA and Firewire on board."

Like I said, anyone can make literature for a new product. There are even product slicks available for P4 from 3rd parties that offer all those features. One thing to remember is, hammer boards don't "come" at all yet. If a volume OEM wants those features for a model, they will have it build if the economics make sense to integrate everything versus an add-in card.

How about we get off this,who has features on a motherboard that is missing a CPU, and get to some of my other comments. I told you why I thought Hammer would have a rough ramp... do you have a counter argument? How does hammer go from 0 to 1Mu/month, 5Mu/quarter,30Mu/year, and on what timeline and in what segments of the market? Oh, and at what ASP?

Thanks

Nitt