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 34.32

-1.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (133517)	4/27/2001 7:47:50 PM
From: Elmer	Read Replies (3) of 186894

AMD's Hamsters are 18 months away and they may already be SLOWER than the existing 1.7 GHz Pentium 4 ! It's not such a shame being slower than a 1.7GHz P4, everything else on the planet is too. But 18 months from now it will be a disaster. With AMD's price war and the subsequent lowering of ASPs, AMD's one trick pony (Athlon) will not provide the cash flow to fund development of the breadth of products AMD needs to stay competitive. Throw in the slow transition to a .13u process and the lack of a 300mm plan and you have a real problem brewing about 18 months out. No SMP and no server products in a world of permanently depressed desktop ASPs and you have little cash to fund R&D. What can AMD sell off next to infuse cash? EP

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next