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: kash johal who wrote (75294)10/13/1999 1:00:00 AM
From: Charles R  Read Replies (1) of 1578499
 
Kash,

<They have a real tight-rope with ASPs/bin splits//volumes etc to manage to meet or beat expectations.>

Looks like we are in agreement here. Dell, Gateway and Micron's direct model could help push out a lot of CuMine but even then it is an uphill task. The fact that they are going to be using the same 810 motherboard to push Celeron/PIII/CuMine means that there can be some creative ways of pushing more CuMine or PIII at the expense of Celeron and thus improve the margins but it would require a lot of things going in Intel's favor.

I think the rope is so tight that even if there is a minor hiccup in CuMine launch, Q4 will be toast.

Chuck
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