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 236.78

-6.1%

Jan 30 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 5dave22 who wrote (26722)	1/29/2001 7:39:27 PM
From: combjelly	Read Replies (2) of 275872

"IPAQ demand is outstripping supply." I saw where Compaq estimates that demand outstrips supply by 25 to 1. Remember that Intel fell into the StrongArm chip and didn't know what to do with it for several years. So yes, Intel does get lucky every now and then. But you also have to realize that a SA1110 sells for $20-$25 a piece, it's not a high margin item. Ok, the iPaq does use Intel flash (blehhh!), and because of supply problems most (if not all) units come with 32 meg of flash instead of 16. AMD does need to come out with a processor in this class, however. Needs to be an ARM core, however. Love the ARM, trust the ARM, the ARM is your friend... They can have my iPaq when they pry my cold dead fingers from it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next