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: Paul Engel who wrote (87756)	9/4/1999 7:46:00 PM
From: Charles R	Read Replies (2) \| Respond to of 186894

<I will bet that Intel Coppermine shipments in October exceeds AMD's AthLATE shipments in October. > That is probably going to be true for the next 5 quarters or more (if Wilamette continues to slip) - unless Intel screws up again. <This quarter and next are looking pretty good, however, for Intel. > I don't know about next quarter. As you very well know ASPs for 450 MHz and below are significantly lower than Intels ASPs. 500 speed grade is already marginal. Come October second week, prices for 500 and 550 MHz grade would be under water. That leaves the margin burden on 600MHz PIII and whatever CuMines they can get out before the quarter is over. Is that enough to carry the quarter? We should have a better idea by the time CuMine is released.