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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: wanna_bmw who wrote (154846)1/11/2002 3:52:01 PM
From: Charles Gryba  Read Replies (2) of 186894
 
wbmw, with 256K cache they should be able to supply 30-40% of the market. With 512K, 30% becomes marginally doable. With 1Mb it becomes impossible for AMD to do both. On the other have Intel should be able to have 1Mb P4s early next year with enough capacity for 70-80% of the market and command higher asps because of that.

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