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


To: AK2004 who wrote (16770)10/30/2000 3:50:43 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Albert,

Given that pIII is not competitive (as per intels own words) and 80% market share I do not believe that 10mil p4s would be enough.

This will be a dilema for Intel marketing dept. How do you sell coppermine Piii and Celeron in Q1 nd Q2 for > $50. In Q4 and Q1, Intel will be still safe with their underperforming chips in the server and mobile market, but toward the end of Q1 and Q2, AMD will present a challenge there as well.

Joe