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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: AllansAlias who wrote (21303)	9/25/2000 11:06:27 AM
From: chic_hearne	Read Replies (2) \| Respond to of 436258

Allan, In my opinion, the smart money is now leaving Intel and dumb money is pouring in. They are going to have a very difficult 4-5 quarters. Looking at their top and bottom lines, it's no secret that the business has fat margins due to the monopolistic prices of high end processors. This is the first time someone has really put a dent in that market. Pentium4, which will be out in a month, will initially crippled by Rambus only chipsets. This is going to backfire bigtime because the Dramurai are refusing to make Rambus memory. An alternative chipset isn't scheduled to appear until late next year, making P4 a low volume product for the next year. As evidenced by the 1.13 Ghz recall, the old Pentium has topped out in Mhz. This leaves Intel in a "black hole" in the high end where it has thrived for the past decade. It's only going to get worse for them. I don't think they have enough MU left to prop up earnings for another 4-5 quarters.