Rambus (RMBS) - Eagle or Penguin 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 : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jdaasoc who wrote (73441)	5/22/2001 12:02:04 PM
From: pheilman_	Read Replies (2) of 93625

John, Re: "You fail to realize that Intel is pricing the XEON chips, which is basically a P4 with extra cache that INtel used to charge a very heavy premium for, slightly above the cost of the P4. You fail to realize that Intel will never allow themselves to lose to AMD on the high end." XEON chips are P3s with extra cache. The P4 is a new micro-architecture. You were correct that they have a huge cache. They are very high performance and used to be able to be sold at a commensurate premium, not anymore. This points out the error in your second sentence, Intel has already lost control of the high end. For years Intel controlled the high end and charged a huge premium for their fastest parts and dropped the price steeply for regular parts. This gave them huge margins, and made it very difficult for competitors to enter the market as they would have to sell against the much cheaper parts. As long as Intel controlled the high end they could choose the rate at which to move the slope. With the release of the Athlon AMD took control of the top end and control of the rate to move the slope.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next