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: Paul Engel who wrote (114486)	10/19/2000 12:59:50 AM
From: Andrew Shih	Read Replies (3) \| Respond to of 186894

Paul, What percentage of Intel's sales will be P4? Does it matter if the P4 is better than the Tbird? Does it change the fact that the new Tbirds spank the P3? In late Q4, early Q1 '01, it will be the 1.33 Ghz DDR Athlon versus the 1.4/1.5 Ghz P4. You can expect similar performance from the two, and the P4 will be hundreds of dollars more expensive. If the P3 1Ghz is selling at $500, the P4 1.4 will sell at around $800 and the P4 1.5 may be at $1000. Add in 2 128 MB sticks of RDRAM and you're looking at an additional $350+. Toss in a motherboard, and you're looking at north of $1500 for the 1.5 Ghz version. I'm guessing $2500-$3000+ for the first P4 systems. A DDR 1.33Ghz Athlon will probably cost $600 for the CPU, $200 for the mobo, and $300 for the memory. That's around $400 less for similar performance. Remember, AMD only needs ASPs of $90-100 to make a lot of money. Intel's ASPs are still around $180, mostly because of Xeon & Mobile. AMD will not destroy Intel by any means. What may happen, however, is that much of Intel's growth will be deflected by the strength of AMD. Imagine if AMD only had 700-800 Mhz CPUs right now, Intel would have very little incentive to cut prices. I for one am very happy that AMD is so competitive. -Andrew