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 35.87+0.3%2:11 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Charles R who wrote (87764)9/4/1999 8:12:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Chuckles - Re: 'That leaves the margin burden on 600MHz PIII and whatever CuMines they can get out before the quarter is over.'

My hunch is that Intel will be shipping/ramping Coppermines all through October - making a definite contribution to Q399 revenue and profits.

Re:" Is that enough to carry the quarter? We should have a better idea by the time CuMine is released."

I don't think Intel needs the Coppemine to "carry" the quarter.

I think you should be more worried about the $37 400 MHz Kdawg 62's and the "lack of demand" for AMD products in general.

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