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 45.51

+10.7%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dale_laroy who wrote (140953)	8/6/2001 3:14:29 PM
From: AK2004	of 186894

Dale I agree with you that it appears that cost-wise amd is at disadvantage. OTOH IBM stated that they expect that the SOI cost differential would be at ~10% while performance improvement would be ~20%-30%. ASP is an exponential with regard to performance that means that ~20%-30% improvement in performance would be translated into much higher than 20%-30% increase in asp. Profits increase, in turn, would be even higher than that. I'd say it is a good investment. BTW just moving to copper is unlikely to give 20%-30% benefits. With all the equipment delays it is unclear when and how 300mm wafers would appear. AMD got plenty of production capacity at this point so they can afford to be behind intel in 300mm process. I agree that nothing is certain about hammer yet. But I still think that amd mid to high range systems would be all hammers by the mid of 2003. Regards -Albert

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next