Intel Corporation (INTC) Message Board

STOCKTALK

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 35.27

-0.7%

9:57 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (88267)	9/14/1999 11:29:00 PM
From: Charles R	Read Replies (3) of 186894

<Intel has MILLIONS of CPUs at the HIGH END. Do you think the MILLIONS of customers are going to stop and wait until next year some time to see if AMD has enough Athlon's to go around ?> The top 2 speed grades in the CPU biz are about 20% of the CPU market and falling. AMD has the capacity to mop up most of that today! Now, we all know that is not going to happen until after Q4. <In case you hadn't noticed, a 600 MHz Pentium /// is infinitley faster than a 650 MHz Athlon that either can't be obtained or can't be plugged into a motherboard. Hint: AVAILABILITY SELLS (Engel's Law) - Promises DON'T Sell.> No kidding! If you look at the free fall of PIII ASP, it is clear that Intel management seem to think that there is enough availability of Athlons at the OEM level. May be you are referring to the CuMine or Wilamette, in which case you are right. Can't sell those yet.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next