SI
SI
discoversearch

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: AK2004 who wrote (106927)8/3/2000 6:27:05 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Albert,

re: For this year he wants to shift the mix from low to mid to cover all spectrum of retail market. So far he managed to capture more than 50% of retail high end

You see, that's what I mean, the build it and they will come assumption. Just because "he wants" to shift the mix, it doesn't mean he will. There is this obstacle called Intel that "doesn't want" him to shift the mix. They will probably do all they can to keep that from happening.

If the market doesn't overwhelm Intel's capacity, then Mr. Sanders will have a fight for every microprocessor. AMD could win that battle, but it's not a foregone conclusion. I'm just saying that 100% growth for Athlon is open to debate.

John