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.
Technology Stocks : Intel Corporation (INTC)
INTC 40.23-8.0%3:43 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim McMannis who wrote (99030)2/14/2000 7:59:00 PM
From: Tenchusatsu   of 186894
 
Jim, <I take a poster on the wall with a grain of salt.>

You also seem to take a certain Process Boy's comments with a grain of sarcasm, especially as you continue to poke fun at Intel's "demand is high, ramp is fine, yields are good" story.

<if Intel pumps 1 million Coppermines/wk out of one fab...well I'd be scared if I was you...especially if the sweet spot is 550-600 MHz...>

And which processor do you think will command higher margins at the sweet spot of 550 to 600 MHz? Coppermine or Athlon? Seems like if oversupply occurs (which is in fact one of my concerns), Intel would have more room to lower prices on Coppermine, thus putting the squeeze on AMD's newfound profits.

Of course, AMD can climb the MHz ladder real easily and shift focus on supplying the high MHz niches. I guess that's why we're seeing a huge flood of 1.1 GHz Athlons this quarter, right?

Tenchusatsu
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