Intel Corp (INTC)

[Dmcq]

re: The 20nm chips are obviously shipping..but the question in my mind is who to??

Well I saw about another lot going off to some other specialist crowd too like the Xilinx ones. But I think TSMC said about running only one line at volume for a couple of months and then bringing in a number more, when they say ramp they really do mean a sloping ramp so if it really is going to bring in 10% revenue this year it will be contributing higher than 10%, maybe closer to a rate of 20% by the end of the year. Actual visible volume out in the world would be more like a quadratic, practically nothing to see for a while and then shooting up.