SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Petz who wrote (106920)4/20/2000 10:41:00 AM
From: chic_hearne   of 1575982
 
Re: What Intel says about their production in 2H, IMO, is worthless. They don't know how many coppermines they can make next week, let alone 6 months from now. The bigger story from the CC was that Intel cannot meet demand for Q2, almost guaranteeing a rise in ASP's for AMD.

Petz,
I think you're right on with your analysis.

I would add that copper T-birds are going to be huge in 2nd half regardless of what INTC does. Copper will provide a clear difference for consumers to see the difference between AMD and INTC processors. This will also start to show just how advanced AMD's technology is over INTC's (good for the stock). IMHO, for some time to come AMD will be able to sell as many copper T-birds as they are capable of making, for a healthy profit also.

chic
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News