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 (102669)4/6/2000 6:35:00 PM
From: Tenchusatsu  Read Replies (1) of 1574899
 
Kash, <Stop weaseling about the facts.>

FACT: Intel is producing at least one million Coppermines per week from a single mega-fab, and currently has four other fabs producing Coppermines in various volumes.

FACT: Intel produced around 32 million CPUs last quarter, including "millions of Coppermines." And even that huge volume wasn't able to satisfy demand.

FACT: AMD's stated goal for this quarter is 1.2 million Athlons, a small drop in the bucket compared to Intel's actual volumes for last quarter. (OPINION: AMD may be sandbagging, but even twice that number is still small compared to Intel's volumes.)

FACT: Dell announced last week that their supply problems are behind them now. Dell is also an Intel-only company and continues to be one, despite the rumors.

FACT: The grey market is typically Intel's lowest priority, and yet many vendors on Pricewatch.com are listing Pentium III 800 MHz and above for sale.

FACT: Despite AMD's relatively small volumes compared to Intel, they'll still achieve sales of over $1 billion this quarter.

Still think I'm weaseling about the facts? Perhaps you should set aside your mistaken notion that Intel is in dire trouble, even though AMD is making gains.

Besides, we're all making money here, right? Doesn't matter whether we're long on INTC, AMD, or both. Life is good ...

Tenchusatsu
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