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: Scumbria who wrote (101380)	3/23/2000 12:52:00 PM
From: d[-_-]b	Respond to of 186894

Scumbria, Didn't your daddy tell you not to count your chickens before they've hatched? No one is in denial, I just can't figure out how you can compare shipping processors from operational FABS to "potential" stuff from a non-production FAB. Worse you don't bother yourself with details like, "What will Intel be shipping by the time AMD does poop production something out of Dresden?".

To: Scumbria who wrote (101380)	3/23/2000 2:04:00 PM
From: Tenchusatsu	Respond to of 186894

Scumbria, <Nice to see the Intel thread in denial.> So you think the 13 million Athlons projected for this year by Jerry Sanders himself will make a big impact on Intel's market share and margins? Consider the fact that Intel produced 31 million processors in Q4 alone, and most of those weren't even Coppermines. As Intel continues ramping up Coppermine production, you can bet that their volumes for this year will be even higher. Of course, AMD will probably enjoy healthy margins on those 13 million Athlons. Plus, I wouldn't doubt that Jerry is sandbagging a little. But either way, AMD's volumes won't even come close to Intel's, even with Dresden factored in. Tenchusatsu