Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.96

+0.1%

3:59 PM EST

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To: Paul Engel who wrote (15321)	10/20/2000 6:49:55 PM
From: Goutam	Read Replies (1) of 275872

*re: so says you* >** Yup. The new capacity that you mentioned in one of your posts - Intel better use it to make Flash, and chipsets. With Athlon chipsets coming from Ali, SIS, AMD, Nvidia & Micron, there is no need to tie up Via with Intel chipsets. PIIIs will soon be orphaned - no suitable market segment for them at the current prices. Any amount of advertising is not going to help the situation other than increasing Intel's Marketing, and advertising expenditure like the way it happened in the last quarter. It will be too late before .13 micron stuff comes to rescue PIII. You may see a lot of them ending up in the inventory, or they may go into Intel's server farms. Talking about Intel's server farms, don't you think Intel can easily convert part of its server farms' expenditure ( Intel CPUs + mother boards + NICs) into IAG revenues?

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