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: Dan3 who wrote (111041)	9/24/2000 12:38:01 AM
From: Elmer	Read Replies (3) \| Respond to of 186894

Re: "What mystery? The one about Intel having limitless FAB capacity and 99% yields?" I guess it's too obvious so I'll have to spell it out for you. With Intel unable to meet demand in Asia, and the US, why didn't Europe's weak demand simply get shifted over to Asia or the US? Re: "Intel's problem is that its management (not its engineers) are still primarily concerned with internal politics and never admitting that they could possibly have had less than perfect judgement" I guess it must be nice to present opinion as fact. You seem to be the only one who can't tell the difference. Re: "AMD was planning to go with the K6-2 for a while to ease the platform transition and minimize demands on the FABs. But the K6-2 didn't scale very well, even when it was moved to .18. So management, most likely including whoever had been backing that strategy said "it didn't work as we had hoped and expected". The immediately modified their roadmaps, accelerated the Duron ramp, and just generally got on with it. They experienced a one quarter blip while that problem was solved." Problem solved? I don't think so. AMD's output of K7 generation processors is anemic. 2 large fabs combined in all of Q3 are producing about the equivalent of 3 weeks output from Intel's Fab12. AMD's problem is the inability to produce large volumes of modern processors. EP

To: Dan3 who wrote (111041)	9/24/2000 12:37:32 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Lewinsky-Dan - Re: "By the end of the year PC makers will be able to offer Athlon systems paired with new chip sets that support double data rate synchronous dynamic RAM (DDR SDRAM), a faster version of the current memory standard, SDRAM. DDR SDRAM will be priced much lower than RDRAM. " You're the one who PROMISED us AMD DDR systems to be available in August - over a MONTH AGO ! And now - they won't be available until the end of the year? According to your standards, AMD's management should now be fired for this horrendous schedule slip? C'mon, Monica - Blow real hard on this one ! Paul