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FORUM AKTUELL
PREISTICKER
- Hardware, Software, ...
- Home-Cinema, HiFi ,...
- Monitore, TFTs, ...
- DVDs, CDs, ...
- Smartphones, Tablets, ...
- Sonderangebote
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Freitag, 21. Juli 2006
00:47 - Autor: pipinHier in aller Kürze ein paar Stichpunkte aus der Q&A (Questions and Answers) Session mit den Analysten nach Bekanntgabe der Quartalszahlen.- Q3 desktop environment challenging
- Q3 units mobile & server up with solid ASP
- Q3 above seasonality
- we're going to gain share
- strong trend of AMD platforms
- customers very strong about X2
- AM2: main reason was lower power
- 4x4 expected to win the enthusiasts
- Socket F next month accelerate server
- started FAB 36 ramp end 05 and finish end 07 - linear ramp
- FAB 36 to 20K WSPM and beyond
- 50% utilisation at year end in FAB 36
- in Q4 FAB 36 cheaper as Fab30 at the same node
- FAB30 never offline during conversion, never below 50% utilisation
- mid 08 - 50k WSPM 300mm
- native quad-core demonstration at end of year, mid 07 to market
- 65nm shipments into the market by end of the year
- Intel with a lot of aging stuff
- we are not building aging inventory
- competition decided to throw away a brand, destroyed "Intel Inside" and "Pentium" brands
- plan to build inventory in Q3... but less than in Q2
- Q4 will drain inventory off
- shipping mix of client products from chartered
- yields are very good at chartered
- not worried about too much capacity
- customer or market has to be profitable
- want to be a predictable partner
- goal is to break the monopoly
Danke an SvenK, Hrundi und Buggi für das fleißige Mittippen.
    
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