Formerly About Advanced Micro Devices 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.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: steve harris who wrote (114466)	6/5/2000 11:13:00 PM
From: Dan3	Read Replies (1) of 1572918

Re: The disease is spreading...... [Timna Delay] My 2 cents is that even though Intel will be able to gain more short term revenue from the freed up foundry space, it's still a problem for Intel. The hope was: Timna \|\| Via (Samuel/Joshua) Duron Celeron \|\| Athlon Pentium \|\| Mustang Willamette \|\| ------ The plan was: Tima \|\| Via (Joshua / Samuel) Celeron \|\| Duron Pentium \|\| Athlon Willamette \|\| Mustang Now they risk: Celeron \|\| Via (Samuel/Joshua) Pentium \|\| Duron Wilamette \|\| Athlon --------- \|\| Mustang Intel's threat from Via wasn't a cost or technical threat, it was a marketing threat. My feeling is that VIA's announcement of volume chips for Q3 was the most significant one to come out of computex. Sander's "virtual gorilla" is proving to be a pretty tough customer.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next