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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Road Walker who wrote (109513)9/8/2000 4:05:30 PM
From: Jim McMannis  Read Replies (4) | Respond to of 186894
 
RE:"No way to know how accurate that article is. But, I was more surprised at the low prices for the P4's. Do you suppose that means that yields are good?"

Since when did high yields ever keep Intel from charging high prices?
Something isn't right here...if that article is true.
1.4-1.5 Ghz parts should be $800 and $1000 respectively.
I hate to say it but it looks like Intel is getting ready for damage control. Intel appears to be having problems with launch partners who are skeptical about supporting a RDRAM platform with DDR close at hand.
Look at what's happening...Intel is...
1. readying "new" benchmarks...
2. Sending a $50 and a $20 with each Willy.
3. Introducing Willy at "low" prices.
4. No 1.3 Ghz Willy, more proof about Willys IPC being much less than P3. Large gap between Willy at 1.4 Ghz and Coppermine at 1 Ghz...

It appears that Intel knows Willy won't be an easy sell...and the market must be "conditioned"...
And we thought the AMD self registration news was confusing...

Jim



To: Road Walker who wrote (109513)9/8/2000 4:25:27 PM
From: Elmer  Read Replies (1) | Respond to of 186894
 
Re: "No way to know how accurate that article is. But, I was more surprised at the low prices for the P4's. Do you suppose that means that yields are good?"

We already know the yields will be good because the process is good with low defect density. The question is how many will they yield. A large die can yield very well and still produce few die.

EP