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 34.50+2.6%Nov 21 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Harry Landsiedel who wrote (91288)10/29/1999 12:52:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Harry - Re: "He (Otellini)estimated a 20 percent decrease in manufacturing costs for Celeron processors and a 50 percent decrease in manufacturing costs for Pentium III chips, using the 0.18 micron technology, which creates finer linewidths and enables more transistors on a chip. Next year could be incredible!"

Not for AMD.

If Celeron costs are going to DROP by 20% - note performance will RISE with the 0.18 micron process which Otellini forgot to add ! - and the PC-on-A-Chip (PCOAC) TIMNA arrives in mid year, AMD is going to see their low end plummet from big losses to HUGE losses followed by a hasty RETREAT (i.e. production STOP) from that market.

Paul

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