Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.40

-1.1%

1:32 PM EST

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To: Elmer who wrote (151868)	12/10/2001 1:33:07 AM
From: wanna_bmw	Read Replies (3) of 186894

Elmer, Re: "How much capacity does AMD keep in reserve for legacy products? Hint: AMD sold off PLD. AMD sold off Comms. AMD killed 29K. AMD just killed their legacy fabs... MSFT isn't stupid..." Maybe you're right. But what you seem to want to conclude was that since MSFT had to go to INTC for a reliable supply, INTC had some kind of leverage concerning the price it would fix on the X-Box CPUs. I think there is a danger in assuming this, since no one component of a console system is going to carry a huge expense. These systems need to cut costs in any way possible. Microsoft is no doubt losing money as it is with what they are charging for X-Box. The last thing they need is to be extorted for the price of the CPU. Intel won't want to alienate Microsoft by charging unfair prices. My guess is that Intel is selling the X-Box chip for about $40, and that will drop to probably $30 over the lifetime of the X-Box system. wbmw

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