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: Tony Viola who wrote (127085)	2/10/2001 2:18:18 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "There are so many chips there that the OEMs will barely keep up developing around them. In other words, they'll have no cycles left for any other vendor's chips, at least in the WS and server areas" This is a superb point that is lost on the AMDroids. Intel has so much in the pipeline to keep their OEM customers "refreshed" with ever increasing value and performance - that their engineering resources will be stretched too thin to develop unproven, risky alternatives with AMD and/or Crusoe chips. Paul