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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (137523)	6/18/2001 1:01:24 AM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Dan-O, We'll see what's left of Intel's server chip ASPs once Athlon4 SMP has been out for a few months. They'll go up: 1. You can't touch the big cache Xeons and Tualatin for servers will be more expensive than PIII. 2. The no-name server vendors that use AMD so far won't muster a cent of cost reduction. If you say the big OEMs will throw the Athlon MP at Intel, Intel says fine, where's the server, and when's it ready to ship? Oh, it's a one year development proposition? Forget it, the previous scenario won't even happen, because everyone knows the big OEMs haven't spent any time to speak of with the AMD chip. No server, no bluff, no ASP threat. Intel's chips are dirt cheap compared with comparable Sun or IBM CPUs, so what's the problem anyway. 3. Maybe even Itanium will increase ASPs a tad. Book-em. Tony