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 : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim McMannis who wrote (146641)11/2/2001 3:09:17 PM
From: Gary Kao  Read Replies (3) of 186894
 
I don't think that's necessarily so. The high end will still demand RDRAM, where the small incremental cost is not a burden (e.g. addnl $100-200), and don't forget RDRAM are used in Sony playstations. The complete shift from PIII to P4 will mean that the overall market size and potential customer base for RDRAM will be bigger. I think only hardcore gamers or hobbyists will go out of their way to buy the DDRAM sets, which will still cost more than the SRAM solutions. Since this last group of consumers are the biggest customers of AMD, it stands to reason that manyof them will flock to INTC (for the additional reason that when they monkey around with the CPUs, they don't want to risk having the CPUs "go up in smoke")
Just my 2 pennies,

Gary
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News