Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Gary Ng who wrote (84883)	7/4/1999 5:22:00 PM
From: grok	Read Replies (1) \| Respond to of 186894

RE: <KZNerd, Re: Also, I don't see anything that Intel can do about the situation between now and January. I believe there is something Intel can do but what is more important is that K7 will still be a non-issue until Q1(may be Q2) 2000. Remembered, even AMD is only expecting some 1M for 1999. Gary> Yes, it is only 1M but it may make AMD break even for Q4 and it will make it harder for Intel to make its number for Q4. Although, in Intel's case, the high margin sales lost to K7 in Q4 will probably be small compared to the downside if Celeron keeps growing and the upside if Xeon keeps growing. It is true that the real story will unfold in 2000 when the Gorilla will likely be in a foul mood due to K7, Via, and its own missed schedules. Then we'll see if AMD can bring on 0.18u and Dresden under the pressure of an angry Gorilla roaring at him. Could get interesting.