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bobs10

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bobs10

Re: wbmw post# 69746

Tuesday, 01/17/2006 1:51:41 PM

Tuesday, January 17, 2006 1:51:41 PM

Post# of 97552
you...

What are you saying? That capacity issues in Q4 2005 are somehow indicating that Intel isn't ramping their 65nm plants well enough? I'd be surprised if 65nm accounted for more than a couple percent of Intel's production last quarter. This quarter, it will be more, but there hasn't been any data on this yet. I expect to hear more later today at the earnings conference.


me...

Everything I've been reading seems to indicate that INTC still has a couple of quarters left before the shortage situation is taken care of. Still I find it hard to correlate shortages of any sort at INTC with all the capacity they have and the less than impressive growth INTC has been demonstrating. To me anyway, something is clearly amiss. Especially, when one compares what is coming out of AMD's sole processing plant at 90nm and 200mm. Doesn't any of this strike you as being in the slightest way odd?
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