Intel Corp (INTC)

[SemiconEng]

Generally I agree...
but Intel announced 90nm engineering samples in early 2004, so almost 5 quarters ago!


Just for accuracy sake, according to the Geek at the time,

http://geek.com/news/geeknews/2004Feb/bch20040223023956.htm

intel "unveiled" 90nm Flash in early 2004, but at that time, was predicting samples in april 04, with volume production to "BEGIN, in the fall" of 2004. That would mean volume should hit packaging ~ 10-12 weeks later, add 1-2 weeks for packaging, so volume availability should have been ~ 3 months after volume production begins, in other words, sometime in the spring of 2005. So that means..... Ummmmmmm..... remind me again..... what season, and year is this?

No doubt intel's 90nm flash MIGHT have some output issues, but whether that's related to yields, or just the damn tools breaking the wafers, or even assembly issues (stacked packaging?), I don't know, but I guess at this point in time, it just doesn't strike me, that with the percentage of revenue that flash makes up, with oversupply of flash, and flash prices in the toilet, that not having hugh supplies of flash is as grave a concern, for intel, no?