SI
SI
discoversearch

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 246.76-0.5%Nov 14 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kash johal who wrote (37782)4/29/2001 2:30:40 PM
From: Pravin Kamdar of 275872
 
Kash,

I don't disagree with you on that.

However Intel is rolling around in excess capacity right now.

And folks are missing the point:

INTEL MAKES TONS OF MONEY ON PIV at $200-300 ASP's.

The big question is wether they can sell enough product.

I suspect that intel is gonna starve Celery supply.

And push PIII and PIV's.

Where PIII takes over celery cpace by year end as the "new' celeron.

I think you are seeing things very clearly. All good points.

Pravin.
PS: I agree with fyo on the "light" issue, though. But, it's just another example of a reporter not understanding the subject material well enough to be able to correctly describe it. However, I think anyone familiar with the issue knew what he was intending to say.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News