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Intel targets server market for big nextgen push

NGCTEMCW launches July to September
Fri Apr 21 2006, 09:12
THERE HAS BEEN a lot of FUD about Intel and its launch plans for the Next Generation Cores That Encompass Merom, Conroe and Woodcrest (NGCTEMCW). The incomprehensibly named subspecies thereof are going to be launching in an ordered way starting with Woodcrest and ending up with Merom. Note the 'ordered' bit.

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


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