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: tejek who wrote (118871)	7/2/2000 9:45:44 PM
From: Elmer	Read Replies (2) \| Respond to of 1578706

Re: ". Intel is selling more than 32 million chips annually" Quarterly Ted :-) EP

To: tejek who wrote (118871)	7/2/2000 10:04:25 PM
From: Dan3	Read Replies (1) \| Respond to of 1578706

Re: I don't think Dresden is anywhere near the number you cite; and it would take a number probably greater than 5 million to seriously effect Intel's ASP's. Intel is selling more than 32 million chips annually. That's a number hard to dent.. If I can but in here, I think he meant by year end. By that time Dresden should be good for 5 to 10 million chips per quarter. And the upper middle/high end (desktops, at least) could be completly satisfied by that number of chips. Now we all know Intel will continue to hold on to plenty of that market space, but they could still get hurt pretty badly in terms of ASPs. Remember what happened to AMD last spring when their ASPs were pushed down. Regards, Dan

To: tejek who wrote (118871)	7/3/2000 6:37:06 AM
From: Gopher Broke	Read Replies (1) \| Respond to of 1578706

I don't think Dresden is anywhere near the number you cite; and it would take a number probably greater than 5 million to seriously effect Intel's ASP's. Intel is selling more than 32 million chips annually. That's a number hard to dent. I believe AMD's own projections for Dresden Athlon production were 1.8m this Q, 3.6m in Q3 and 5.4m in Q4? So by my calculations AMD is looking to produce more than 20m processors out of Dresden alone in 2001, not to mention the Fab 25 capacity? Whether they can sell all those processors is a different question, but we have not seen AMD pricing the Athlon to make huge gains in market-share yet, to know how competetive it really is. IMO either Intel has to produce a processor that can compete against Athlon in the mid-high end desktop range (and I am not convinced Willy is that chip) or Intel's 2001 sales will get dented, as AMD increases their market share by more than the additional demand coming from the overall growth in the market.