Instead of putting out small quantities of each at once, something it is capable of doing, Intel is focusing on what's hurting it most, servers. This means that Woodcrest will come out first and ramp hardest, starting in July. Once it has sufficient numbers in the market, it will follow with Conroe in August.
Since Intel is feeling the heat the least for notebook chips, Merom will be the last to launch. It will happen in late September, giving Conroe and Woodcrest more volume before pulling wafers to where they are needed least.
The strategy is sound, and it looks like volume is going to be higher than the 20% I initially said, but not by much - 30% is an upper bound. In either case, this is a plan, not a random swing at a market. Given the volumes, it is definitely the right plan. µ
Sign up for INQbot – a weekly roundup of the best from the INQ