Intel Corporation (INTC) 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.

Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Duke of URL© who wrote (111823)	9/29/2000 3:05:43 PM
From: NITT	Read Replies (1) of 186894

re: "I never could understand why TIMNA, which was a low end processor would use rdram" I'm sure when Timna first got started the RDRAM premium was not expected to be anywhere near where it is. Manufacturers are gouging right now because they can... more manufacturers should help, but it's too late for Timna. Also, you have to decide where to put transistors... do you supply a bigger onboard cash, or memory controller, graphics, and bus interface. You can now pick up a highly integrated chipsets pretty cheap and drop a Celeron or PIII next to it. A late Timna was part of the cause. I see this as good for Intel, because if Timna was in the pipeline at an OEM they could not as easily sell up to Pentium, and Intel could not manage the mix as they can now. OEMs only need to stock one set of piece parts for low end to mid range PCs. Yes, this leaves Intel vulnerable at the low end, but the Xscale will squeeze from below for the Appliances and handhelds segments while Celeron and PIII squeeze from above. Not sure that leaves as big a market opportunity in between. I just hope Intel is done baring its soul for a while!!! Nitt

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next