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: Charles R who wrote (89706)1/26/2000 12:54:00 PM
From: kash johal  Read Replies (1) of 1571775
 
Charles,

Re:"coppermine supply to dell"

I am sure you are right.

I am also sure they will ship around 10-12M cumines in Q1 2000.

A large percentage of these will be 650Mhz and below - perhaps as many as 50%.

The balance of 15M units will be 500-600Mhz speeds Celerons and PIII's. And 1M xeons etc thrown in the mix.

I don't see any room for Intel to cut prices here in Q1.

In fact their debooking disti product and selling it customer direct means they are struggling for every margin dollar they van get. At the risk of POing the disti's.

regards,

Kash
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