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

To: Dan3 who wrote (137532)	6/18/2001 10:42:48 AM
From: Tony Viola	Respond to of 186894

Dan, you didn't comment specifically to my points, just gave an off the wall response: Sure, sure. Just like AMD's mobile ASPs went up when it moved to the K6-3+ to compete with mobile coppermine. To reiterate my points: 1. You can't touch the big cache Xeons and Tualatin for servers will be more expensive than PIII. First point: if there is no competition for a product, it doesn't tend to go down in price. Second point: I don't have a URL, but I've seen some pricing estimates for Tualatin and they're a good deal higher that PIII prices. Then this: 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. I really don't think AMD's MP solution has gotten anywhere re qualification at any significant OEMs, so no real competition from it. Bottom line is Intel's ASPs for server chips should be solid, IMO. Of course, then there's the blade stuff, really Tualatin, which has only Transmeta at this time as competition. I'd be interested in seeing some kind of benchmarks on the RLX racks. Tony