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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%3:59 PM EST
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To: andreas_wonisch who wrote (46083)7/4/2001 1:30:17 PM
From: niceguy767Read Replies (1) of 275872
 
andreas:

"The leaked email is a call for Intel customers to attend a meeting in two weeks' time. Intel staff themselves will be briefed about "the changes" late next week."

Sounds like a last ditch attempt to keep Dell in the fold.

"Alternatively, Intel may be bringing forward chips it's expecting to launch much later in the year, the 0.13 micron Pentium 4 die shrink, codenamed Northwood, as part of a plan to phase out the PIII brand more quickly than originally planned.'

Well, INTC's future does depend on P4 success, which since its intro, seems to have waned markedly. Perhaps in attempt to reignite some interest in P4, its time to throw all the INTC resources behind P4. INTC has no choice. P4 has to fly if INTC is to maintain profitability. It remains to be seen, though, whether the OEM's and consumers are willing to pay high prices for the P4 for fair performance rather than fair prices for the Athy for high performance.
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