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

To: Pravin Kamdar who wrote (85093)1/5/2000 11:52:00 AM
From: tejek  Read Replies (1) | Respond to of 1572371
 
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, what do you think accounts for the large pricing range for the server chips....2k to 6k? The profit margins on these chips must be huge!!

With competition increasing, do you think Intel can still command such prices?

ted



To: Pravin Kamdar who wrote (85093)1/5/2000 12:13:00 PM
From: Charles R  Read Replies (1) | Respond to of 1572371
 
<I think Intel will be lucky to sell 250,000 Itanium processors in Q4>

This sounds like a lot more reasonable target though I would personally look for sub-100k.


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