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 40.56

+10.2%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charles R who wrote (89663)	10/7/1999 11:50:00 AM
From: Windsock	Read Replies (1) of 186894

Charles R - Re: "My understanding is that Intel's 0.18 has about 10% advantage over AMD's 0.18. My thinking is that Cu will probably be the equalizer. Could be better, could be worse but no one will know for sure until it goes into production." AMD will not start its .18 with Cu production until Q2 with revenue for the Athlon parts in Q3 per the conference call. Intel started generating revenue from its .18 Coppermine parts this past quarter. That is a 9 month head start for Intel before AMD can close the 10% under-performance gap per your calculations.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next