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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: tejek who wrote (85075)1/5/2000 1:54:00 AM
From: ptanner  Respond to of 1572336
 
ted <I agree the 2.5 mil for Q4 seems high....Intel may be planning a major push. Your right the server nos don't add up. What surprised me was the price spread for the server chip....2k to 6k. I concluded that one price anticipates serious competition from SUNW and AMD and the other does not.>

Process Boy did point out in another post that release is schedule for second half 00 rather than fourth quarter as I quessed. Still, for a market that has other dominant (?) players I doubt Intel could gain more than 100% of the market no matter how nifty the next chip.

With respect to the price spread, I don't know anything about the server chip market so can't offer any real information. The range could be for a variety of speeds and cache configurations (ie. coppermines from $350 to $800).

PT



To: tejek who wrote (85075)1/5/2000 3:04:00 AM
From: Pravin Kamdar  Read Replies (2) | Respond to of 1572336
 
Ted,

I think Intel will be lucky to sell 250,000 Itanium processors in Q4, and that Alpha will be doing better than Itanium at that time (both in terms of performance and unit sales).
Willamette is the threat. I suspect that it will come out much earlier than anyone suspects.

Pravin.