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.

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

To: kash johal who wrote (89720)	1/26/2000 1:20:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1571766

Kash, <I am also sure they will ship around 10-12M cumines in Q1 2000. A large percentage of these will be 650Mhz and below - perhaps as many as 50%. The balance of 15M units will be 500-600Mhz speeds Celerons and PIII's. And 1M xeons etc thrown in the mix.> Seems to me Intel should ship about 30Mu in Q1 (slightly down guidance) which means there should be some more PIII/Celerons in the mix. <In fact their debooking disti product and selling it customer direct means they are struggling for every margin dollar they van get. At the risk of POing the disti's.> Not sure if I am reading this right. Don't you think Intel gets lower margin % on Dell business than disty business? In other words, shipping more to large OEMs at the expense of distributors should hurt the margins. Chuck