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: Tenchusatsu who wrote (105258)	7/5/2000 2:51:50 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Ten, >nothing much has changed. Remember the old AMDroid slogan, "I see many more AMD machines in the aisles of Circuit City/Best Buy/Fry's/Costco than Intel machines"? That was true in April, and it's true today in July. Yet back in April, Intel still outsold AMD in the retail channel 2-to-1. What's different now in July? Thanks, Paul, for the quote. It kind of throws cold water on the AMDroids' tendency to equate availability at Circuit City/Best Buy/Fry's/Costco with actual sales. I kept tripping over the 800 MHz PIII PCs at Costco in Sunnyvale on Saturday. Point is, though, how many people buy a serious PC like that at a Costco? Intel Q2 report on 7/18, MOT 7/12, ALTR 7/13, AMD 7/19, TXN 7/24, LSI 7/25. These should go a long way in establishing the current health status of the semiconductor industry. Of course, SSB can somehow see 6 to 9 months out there. Must have 20 - 10 vision. For some reason, I have problems lending much credence to most of these analysts; like, what all data are they looking at? I think that Intel, before deciding to build all those new fabs, looked a lot harder at a mountain more indicators of future business than SSB can possibly have visibility to. Oh well, hopefully, someday a lot of these analysts will be driving cabs in NYC again. Tony

To: Tenchusatsu who wrote (105258)	7/5/2000 3:36:26 PM
From: Ali Chen	Respond to of 186894

<Intel still outsold AMD in the retail channel 2-to-1. What's different now in July?> Nothing is different:) Intel is still 10 times bigger. Yet is makes only 2x in retail. Happy now? :) :)