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 36.08

-3.2%

Dec 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (119119)	11/24/2000 1:19:55 PM
From: Dan3	Read Replies (2) of 186894

Re: we'll see how much of a disappointment P4 is when it ramps faster than any chip in history That's not a very meaningful phrase. If P4 ramps quickly enough to be a significant part of the market within the next calendar year, it can only happen if Intel's market share drops by almost half - and I don't really expect that to happen. Remember that every P4 takes the place of 3 P3s or Celerons in the production line. Intel needs all new lithography equipment and a new copper process to move to .13, and that won't be in place to support any significant volume before the end of next year. I suppose AMD could ramp its .13 early and supply half the market starting in Q1 if they have indeed solved the polishing problem, in which case it might make sense for Intel to move quickly to P4 and give up 2/3's of its production volume, but I don't expect that to happen. Regards, Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next