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: Elmer who wrote (107810)	8/20/2000 6:04:03 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: I think it is much more likely that AMD is suffering yield problems Elmer, I can walk into Best Buy, or Circuit City, or CompUSA, or any other place in the world where computers are sold, and all of the most profitable, desirable, and expensive machines use processors from a company with a market share of 20% and a market cap 1/43 that of its only competitor. All of the expensive, profitable, machines use AMD chips, all of them. Profits on 1 high end CPU are 5 to 10 times as great as profits on a low end CPU. To me, this does not say AMD has a yield problem, it says that Intel has a binsplit disaster. Dan

To: Elmer who wrote (107810)	8/20/2000 6:24:42 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Micro Center is a chain of computer superstores with locations in California, Colorado, Georgia, Illinois, Kansas, Ohio, Pennsylvania, Texas, New York, and Washington DC. They are interesting because they distributed a 40 page mailer 2 weeks ago titled "Back to School Savings". There are computer systems on many pages but page 11 has a desktop quick reference chart that summarizes all of them. Here's what's listed: Hewlett-Packard Chip Speed Disk/RAM Price Celeron 600 10/64 $569 Celeron 667 15/64 $769 Pentium3 667 30/64 $1049 Pentium3 733 40/128 $1399 Athlon 850 45/128 $1599 Athlon 900 60/128 $1849 Athlon 1GHZ 60/128 $2399 Compaq Chip Speed Disk/RAM Price Celeron 566 10/64 $619 Celeron 600 15/64 $669 Celeron 667 15/64 $869 Pentium3 700 20/128 $1099 Athlon 800 30/128 $1499 Athlon 900 40/128 $1799 Athlon 1GHZ 40/128 $1999 Athlon 1GHZ 60/128 $2299 Sony Chip Speed Disk/RAM Price Celeron 600 15/64 $799 Pentium3 650 30/128 $1399 Pentium3 733 30/128 $1699 Pentium3 866 40/128 $2299 Pentium3 700 30/128 $2599 (with 15" LCD Monitor) Hurry! Prices good until 8/20/00.