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: Tenchusatsu who wrote (102683)	4/6/2000 7:49:00 PM
From: Ali Chen	Respond to of 1574848

<FACT: Intel is producing at least one million Coppermines per week from a single mega-fab, and currently has four other fabs producing Coppermines in various volumes.> Interpretation: a milestone of 1 million was achieved on that particular week; speed distribution is unknown and most likely in junk sub-600 MHz range; even so, some morons at Intel mispredicted the balance between socket-370 and SECC packaging, and a glut of socket-370 Cumines cannot find a proper board (that works reliably). <FACT: Intel produced around 32 million CPUs last quarter, including "millions of Coppermines." And even that huge volume wasn't able to satisfy demand.> Interpretation: the demand has shifted into upper bins of speed distribution; nobody knows how many low-frequency stuff is counted in that aggregate number. <FACT: AMD's stated goal for this quarter is 1.2 million Athlons, a small drop in the bucket compared to Intel's actual volumes for last quarter. (OPINION: AMD may be sandbagging, but even twice that number is still small compared to Intel's volumes.)> Comment: And your point is ... ? <FACT: Dell announced last week that their supply problems are behind them now. Dell is also an Intel-only company and continues to be one, despite the rumors.> Interpretation: Intel production is enough to supply it's main factory outlet only; others are on allocation. <FACT: The grey market is typically Intel's lowest priority, and yet many vendors on Pricewatch.com are listing Pentium III 800 MHz and above for sale.> Remark: the 800MHz parts have 28 entries on Pricewatch while the 600MHz part has 75 entries, or three times of the former. Where is the center of distribution? <Still think I'm weaseling about the facts?> Sure we all do think this way. See the above. <Perhaps you should set aside your mistaken notion that Intel is in dire trouble, even though AMD is making gains.> Good for you, one important "moron-neutron" transition has occured already (for our goods), now your turn "peon-moron" is in order <g>. You are doing good. < And perhaps you ought to set aside your hostility. After all, we're all making money here, no? > No. How about those investors who were scared out of the stock because of your "weaseling"? <Life is good ...> It should not be for you, for the above reason. As you can see, your "facts" are no good even to wipe an a$$.