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 : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (68634)	3/20/2001 11:24:04 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: From what I've read of their strategy, they're trying to be even more aggressive in replacing the P3 with the P4 than they originally expected Since it became clear that PIII couldn't compete with Athlon on .18, it became obvious that Intel was either going to move quickly to P4 or cease to be a factor in the PC business. The infrastructure for P4 isn't really ready yet (the motherboards are too expensive since they're all still 6 layer), they can't dump RDRAM until this summer at the earliest (the replacement chipsets are just now sampling), and the die size is too big on .18 for it to be suitable as a mainstream chip. But Intel has zero options near term, so it has to attempt to push the obviously unsuitable P4 into the mainstream. Given what Intel's stock has been doing lately, wallstreet thinks they're screwed. Dan