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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Daniel Schuh who wrote (4518)	8/11/2000 9:35:35 AM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: Intel just provided the pricing schedule for P4, and did not mention any delays, so a September release date is being anticipated. The speed grades will be 1.4GHz and 1.5GHz, with the Tier 1 pricing in 1000 unit quantities at $625 and $795 respectively.. If that's correct we should see systems readily available for $2,000 in Q4, right? If that's so, and given those pricing numbers, and the fact that Intel is building new FABs for P3s that won't open until next year, I think we can assume a catastrophe has occurred in the P4 program. Performance must be horrible. It's as though AMD said they were going to start shipping the Athlon next month, and that their new FABs currently under construction were being built to produce K6s next year. :-) Dan

To: Daniel Schuh who wrote (4518)	8/11/2000 11:09:07 AM
From: Cirruslvr	Respond to of 275872

Dan - RE: "The speed grades will be 1.4GHz and 1.5GHz, with the Tier 1 pricing in 1000 unit quantities at $625 and $795 respectively I don't know about the above, it would undercut gigamine pricing by a ton. By pricewatch, it looks like it'd be about equivalent to the currently top generally available cumine, the 933. For a chip that's 60-70% bigger? And isn't supposed to be generally available till 2001? We'll see." Looks like Intel is going to try REAL hard to subsidize the extra cost of the Willy platform. They will probably make less money per processor selling a Willy than if they sell the fastest GHz Cumine!