Intel held an analyst meeting in New York yesterday and talked about future plans and expectations. They stressed again that Intel does not not solely procudes processors, but that they also concentrate on a lot of other IT infrastructure like WLAN products.
As reported yesterday, Centrino appears to be a big deal not only for Intel Corporation of Santa Clara, California, but for the whole industry. Therefore, Intel’s quite natural activity is aggressive penetration in the WLAN market with its products and promoting the Centrino brand. In fact, the success of Centrino has been driving Intel’s revenues up and the company should probably consider this goal to be achieved.
Otellini also said Intel remains on track to reduce its average chip costs by 25% in 2003, in line with an earlier projection. In mid-2003, Intel backed away from this projection, but Otellini said higher volumes now make this a realistic goal.
Even though the majority of high-technology companies indicated the upturn of the industry in the second half of 2003, Intel remains modestly conservative on the matter in short-term (particularly about 2004).
Intel expects that they are going to ship around 70 million Prescott processors made on the 90nm process. They expect that 60% of all Pentium shipments will be processors with Prescott cores. In the budget Celeron market they expect it to be around 40%.
Paul Otellini indicated the company’s intention to speed up the Pentium 4 with SSE3 “Prescott” processors to 4.0GHz next year.