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

To: stak who wrote (40470)	5/18/2001 5:43:16 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

RE:"Of course it was Microsoft that made the deal , but Intel greased the wheels by offerin a real sweet deal too. It was a brilliant move by Microsoft to undermine Intel by seemingly helping it" If Intel is selling P3s to MS for about $30 or less (my guess) then Intel got a little too zealous about holding market share... Two possibilities...coming out of one idea. The P3 has to passive cool. Or at least have a real silent fan. Mind you, MS could easily sell 10M of these in 2002. 1. Intel will be shipping 733 Mhz .18u P3s to MS... A disaster as they need to switch fab space over to .13u AND all they get is $30. 2. In order to make the chip run cool enough, Intel has to send .13u chips... So $30 chips eats up Tualatin production. Intel ends up selling Tualatins for $30... Either of these is worse than selling these chips as Celerons... Also, will Intel get to count these XBOX chips as overall CPU market share? If so, AMDs market share will take a beating by 2002. But it will be misleading. Jim