Ok... so here's "Fingolfen's Quarterly Report Cards." If you scroll back (WAY back), you'll find what I indicated would be key issues for INTC in Q2. For those of you who don't want to wade through 3 months of posts, here they are again:
1) Ramp and transfer 0.18 micron. 2) Continue to speed up P3's. 3) Resolve the dang P3-ID issue one way or another! 4) Get some decent mobile products out. 5) On the bubble: How long until Merced???
So let's see how they did (with scores of 0, 0.5, or 1 point each):
1) New processors with the 0.18 micron process are available in your local store today. Give Intel 1 point here.
2) Continue to speed up the Pentium III's. The 550 is out there with the 600 on the horizon, but coppermine, needed for anything above 600Mhz has been delayed. Give Intel 0.5 points here.
3) Sales of the Pentium III tripled in Q2, and the quasi-religious ferver here in the U.S. over the ID has died down. China, however, has used it as a convenient excuse to apply some economic pressure on the U.S. over the spying issue and the unfortunate bombing of their embassy in Yugoslavia. This issue seems to be fading a bit, so give 0.5 points to Intel here.
4) Mobile Pentium II's at 400Mhz are out, and Mobile Celerons are competing directly with the mobile K6-2's. Geyserville technology for Pentium III mobiles has been announced. Excellent response, give Intel 1 point here.
5) Merced taped out! A couple of weeks late, but what's two weeks as compared to six years...
Overall a good quarter for Intel. A few annoying stumbles here and there, but given INTC's market share is back up at or near 80% with higher gross margins than in previous quarters, the outlook is positive.