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: Road Walker who wrote (108258)	8/24/2000 6:07:45 PM
From: willcousa	Respond to of 186894

John - and if there were a company that charitable I wouldn't want to own it!

To: Road Walker who wrote (108258)	8/24/2000 6:57:56 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, I guess we've beaten the AMD price cut subject to death. Article here about Itanium. One point I had missed is that IBM has apparently changed their name for their OS to run on Itanium from Project Monterey to AIX 5L version of Unix. That, Linux and Win64 are expected to be it. This part is kind of weird: It hopes to use Itanium and future 64-bit chips to overpower high-end computer systems from Sun Microsystems, IBM, Compaq Computer and others. As if Intel would be delivering the systems. IBM and Compaq will, among others. wideopen.com Red Hat cashing in early on Itanium chip 8.22.2000 \| Stephen Shankland \| WWW Intel's Itanium chip isn't even for sale yet, but already it's become a revenue generator for Linux company Red Hat. The company today announced services, some of them free and some of them costing a fee, for companies that wish to bring their software or hardware to theItanium chip. The announcement was made at today's Intel Developer Forum in San Jose, Calif. Itanium, which has been delayed by Intel so that systems won't arrive until next year, is the first in a family of 64-bit chips from the company. It hopes to use Itanium and future 64-bit chips to overpower high-end computer systems from Sun Microsystems, IBM, Compaq Computer and others. Intel believes the three operating systems that will prevail on the new IA-64 chip family are Linux, Windows 64 and IBM's AIX 5L version of Unix, formerly known as the product of Project Monterey. Tony

To: Road Walker who wrote (108258)	8/24/2000 7:00:00 PM
From: Jim McMannis	Respond to of 186894

RE:"It suggests that AMD couldn't sell it's high end at the old price level, either the OEM's wouldn't accept the price, or the consumer wouldn't. To say that AMD did it because they could and still make an acceptable profit, well I've never seen a company that was quite that charitable." What AMD loses on each chip they will make up in volume... <GGG> Seriously, I suspect they are now going for market share... now that Dresden is ramping. If they only had more motherboards and chipsets... Jim

To: Road Walker who wrote (108258)	8/24/2000 8:03:25 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 186894

John, Re: The one thing about the AMD price cuts that concern me, they have effectively cut their highest speed parts from the $1000+ range down to the mid $800. Before the release of the 1 Ghz Athlon AMD never had such high prices, even on their best performing Athlons which held the speed crown or were equally clocked with Intels latest Coppermines. For example in February AMDs highest Athlon was clocked at 850 Mhz and sold for $800. When 800, 750, 700 etc. Mhz were the highest clock speed the price tag remained roughly the same and never reached $1000. We all know that both AMD and Intel had to make some sacrifices for the race to 1 Ghz -- and the unusual high prices for the 1 Ghz parts were one of them. As of Monday AMDs highest clocked Athlon is again selling in the $800 range. And that's exactly the same as in all these months before -- except the 1 Ghz period mentioned above. And even for Intel such high prices are very unusual in the consumer market (Xeons are another story, of course). Bottom line: AMDs pricing remains still the same. They just add new speed grades and move their sweet spot upwards. Probably up to 1 Ghz very soon. I really don't see any problems here because AMD is just doing what has been done since the introduction of the Athlon. Oh, and by the way: Intel is doing exactly the same. Andreas