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: EricRR who wrote (109989)	9/15/2000 10:55:07 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "90% or no, two things are clear: AMD is making volumes of a great chip, and the infrastructure support sucks. AMD's guidance is limited by chipset production, pure and simple. AMD made a decision to outsource such parts, and with hindsight it was a poor one. But this is the the only thing standing between AMD and the clear blue sky" Nice theory but mine does a better job of explaining the facts. AMD has a chipset of their own and fab capacity to boot. Yet still not enough chipsets to meet demand? I don't think so. I think the reason AMD can only make 3.6 Million Athlons in Q3 is because AMD can only make 3.6 Million Athlons in Q3. EP

To: EricRR who wrote (109989)	9/15/2000 11:07:42 AM
From: Jim McMannis	Respond to of 186894

EricRR, RE:"I have a prediction- Itanium will not be released unless it is running faster than the highest clocked Celeron." Hummmm...I'd hate to see Intel predicate Itanium on that parameter. It may never get released. Jim

To: EricRR who wrote (109989)	9/15/2000 1:21:23 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Eric, <I have a prediction- Itanium will not be released unless it is running faster than the highest clocked Celeron> Maybe Intel should also give AMD a fighting chance and hold back McKinley until Sledgehammer is released. Tenchusatsu