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 40.03

-1.3%

Dec 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 (124726)	1/12/2001 12:24:43 AM
From: Dan3	Read Replies (1) of 186894

Re: AMD's shipments are FLAT ! Were flat. Q4 was the last quarter for AMD to be battling in the value segment without an integrated chipset. There are now 2 Socket A integrated chipsets shipping with 2 more due mid quarter. Q1 is when AMD takes off (in sales, I'm not going to try to predict stock price). With Duron at 900MHZ and Athlons GHZ+ only, AMD will be able to sell what they can make at ASPs as high as they're getting now, perhaps higher. And AMD's costs are dropping. Intel, on the other hand, is facing what AMD faced after the K6 ran out of steam, and the Athlon (on .25) was too expensive to produce to make it more than a low volume chip. I'm sure you see the significance of the post I've copied below. It's not just the performance of Athlon and DDR 333, it's performance without a cost penalty, and compliant with existing hardware and software. In H1, that's going to be really important. Goutama, Glad to see that you are still around. I was wondering what had happened to you. Hyundai has a new 512Mb 333Mhz DDR RAM sampling: nikkeibp.asiabiztech.com. Sure would like to see it paired with Palomino with a 166 Mhz DDR fsb. Pravin.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next