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 35.86

-0.2%

11:37 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Fiondella who wrote (77943)	4/7/1999 4:59:00 PM
From: Jim McMannis	Read Replies (1) of 186894

What does AMD have going for it right now? 1. Overpriced P-III 2. Very good yields on K6-2...Most all over 400MHz. 3. They have a nice notebook chip. 4. They tried to wait until the end of the Quarter to (K6-2) drop prices so not to cannibalize Q1 earnings more. Gets Q2 off to a bad start but they are hoping the K6-III and some K7s will rescue ASPs in Q2. Good luck. Now, the bad news... 1. Margins on P-III exceptionally good. 2. Margins on K6-2s not so good, 3. AMD going through a lot of real estate to yield K6-IIIs at 450 4. Little help on ASPs from K6-IIIs in Q1 5. Charges will kill Q1 earnings (loses) 6. AMD will produce less than 5 million chips in Q1 due to taking FAB space away from the K6-2 back in December to dedicate to the K6-III and K7. Then add in CXT core problems. Took too long to yield K6-IIIs and no K7s till June. So the K6-IIIs didn't pick up the slack. 7. No K7 benchmarks. Could be good or bad...but uncertainty. Somewhere AMD will bottom, take a shot.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next