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 35.94-5.1%Nov 13 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: IVAN1 who wrote (82919)6/6/1999 4:22:00 PM
From: kapkan4u  Read Replies (4) of 186894
 
< Ivan - re: . I'd really like to hear about the thread's take on the *macro* picture as we stand at a real crossroads in INTC's history.>

Here is the big picture:

1. 2/3 of Intel's CPU revenues in Q1, 1999 came from Pee-II/III sales.
2. Celeron is a formidable competitor of Pee-III.
3. Intel needs to sell 3 Celerons to replace one lost Pee-III sale.
4. AMD has now full line of competitive CPUs: k6-2, k6-III, k7. Volume and yields are improving.

Place your bet.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News