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

To: Charles R who wrote (9909)9/22/2000 2:23:50 PM
From: EricRRRead Replies (2) | Respond to of 275872
 
This also applies to AMD to a certain extent: Intel is probably dramatically increasing Willamette wafer starts as we chat. If Q4 does not pickup substantially from Q3, Intel will have plenty of spare capacity to ramp in Q4.

But where would they get all that Rambus? Besides, it would kill the rest of their product line.

Intel is just plain screwed.



To: Charles R who wrote (9909)9/22/2000 5:56:52 PM
From: hmalyRespond to of 275872
 
Charles Re..<<<Even with a $100 or $200 system level cost disadvantage compared to Athlon/Mustang, P4 has a better chance of making ASPs (compared to PIII). It will be interesting to see if Intel's Gross Margins stay above 60% for Q4. <<<<

Intel can ramp P4 all they want, only 1% of the ram being produced is Rambus, so those P4's will sit in a warehouse a lot longer than those Duron's.


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