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 : Disk Drive Sector Discussion Forum
WDC 250.32-10.1%Jan 30 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Pierre-X who wrote (2245)1/13/1998 8:38:00 PM
From: Frodo Baxter  Read Replies (4) of 9256
 
You are incredibly wrong if you believe Intel is dropping Slot One/SEC; 1998 is the year that Intel mainstreams PII and leaves Cyrix and AMD in the dust with deteriorating support from mobo manufacturers. The extra cost is not the connector; it's the purchased SRAM.

There are only two possible options:
a) SRAM prices follow the trajectory of DRAM, and the SRAM cost becomes increasingly incidental.
b) Integrated L2 a la PentPro. Intel will only do this if they have excess production capacity.

My guess is (a), but Intel will do whatever is maximally economically efficient.

BTW, I placed a short order for APM at 8 before market. I got it at the open at 10 1/4... Thank god this ain't a Nasdaq stock, or I would have gotten it at... 8. Don't look a gifthorse in the mouth, right?
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