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 34.50

+2.6%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (130457)	3/20/2001 9:06:17 AM
From: Road Walker	Read Replies (1) of 186894

Dan, re: For whatever reason, P4 has been priced to sit instead of priced to sell. That is very easy to change, of course, but it will decrease forecasted margins. I think the change will come towards the end of the 3rd, and in the 4th quarter, when Intel introduces faster P4's. Rambus coming down in price (per the Samsung article posted earlier) and .13 should change the economics of the P4 pretty dramatically by the end of the 4th quarter. And right now, folks with about 500 MHz PC's, bought during the last upgrade cycle, probably don't feel too compelled to lay out the bucks for a 1 to 1.5 GHz machine. As we move towards 2 to 3 GHz and faster, those machines are going to seem slower and slower. Happens every time, or at least it has in the past. The bad part of having that spike in sales from mid-1999 to mid-2000 is that their are a lot of fairly fast PC's siting on people desks. The only good thing about this downturn in sales is that those PC's get (relatively) slower every day. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next