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

To: Charles R who wrote (21908)	12/7/2000 8:27:38 PM
From: Road Walker	Read Replies (3) \| Respond to of 275872

Charles, re: Intel, on the otherhand, is in a tough spot until P4 ramps. It's got nothing to do with product ramps. It has to do with demand. Did AMD add enough flash capacity to make up for significant losses in microprocessor unit and dollar sales? Intel wouldn't say it, but it sure sounds like unit microprocessor sales are going down. I suppose you think that will only influence Intel, AMD will sell all they can build? I've said before on this thread, competition between the two companies is a secondary issue. Given a relatively competitive marketplace, DEMAND is the only thing that really matters. John

To: Charles R who wrote (21908)	12/7/2000 8:47:48 PM
From: Saturn V	Read Replies (3) \| Respond to of 275872

Ref < Intel on the other hand is in a tough spot until P4 ramps. > On the other hand the slowdown frees up more capacity for Intel to divert P3 wafer starts to the P4, accelerating the transition to the P4. So it could hurt AMD more than you think. So far Intel has carefully avoided pushing P4, careful not to stimulate more demand than it can deliver. But that can change pretty soon. We will all have to see how it will play out.