Advanced Micro Devices - Moderated (AMD) 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 : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (15315)	10/20/2000 10:36:29 PM
From: Jim McMannis	Read Replies (1) of 275872

RE:"Intel was capacity limited from late 1999 until recently - now they have new capacity coming on stream - and they intend to put AMD's market share in reverse." Maybe. OTOH, they will have a great deal of capacity of mid to low end chips. They will be able to supply all the X-boxes at <$30 a crack. I can see why the want to kick up the ramp on the P4 a little. I can also see why the just dropped the price on lower speed P-IIIs and Celerons... < or = to 800 Mhz...they have to move a few. After the P4 launch, the cry will be "gotta getta to DDR"... Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next