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: semiconeng who wrote (141557)	8/14/2001 2:06:26 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Hope there is no truth to this: Analysts: Xbox could be behind schedule August 14, 2001 12:14 PM ET by Michelle Rushlo -------------------------------------------------------------------------------- Microsoft's (MSFT) long-awaited video game console could be three to four weeks behind schedule, analysts said today. Thomas Weisel Partners analysts Eric Ross and David Readerman said a flaw in Intel's (INTC) motherboard design for Xbox may set back the initial build schedule. Don't panic "This doesn't mean that Xbox will have a late delivery date. We note that our sources in the supply chain believe there is no reason to panic," they said in their report. Ross and Readerman said they believe Microsoft can still meet its production targets, even with the delay. They also noted delays are common in the PC hardware business. Microsoft is scheduled to release the Xbox with 600,000 to 800,000 units on Nov. 8; up to 1.5 million are to be built by the end of the year. David Hufford, the public relations manager for Microsoft games, said the company remains on target for the launch and the year-end production goals. Intel officials declined to comment, referring all questions to Microsoft. Game makers vulnerable A stumble out of the gates prior to the holidays probably wouldn't damage Microsoft much initially because most analysts believe the software giant will lose money on each unit it sells. It hopes to eventually make profits from in-house game development and royalty fees from other game makers. But Sony's (SNE) delay in releasing PlayStation 2 last year demonstrated the kind of damage that can be done to video game makers, who depend on holiday sales. Electronic Arts (ERTS), for example, posted an 8-cent-per-share loss in the fourth quarter of last year when PlayStation 2 consoles were in short supply and many players were losing interest in the aging PlayStation and Nintendo 64 systems. Michelle Rushlo is a reporter at UpsideToday covering big-cap hardware and software companies. If you would like to submit a letter to the editor regarding this story, email online@upside.com.

To: semiconeng who wrote (141557)	8/14/2001 2:17:32 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

semiconeng, >IBM Is Not REALLY dumping AMD.... They're only SAYING that, so that Later.... They can THREATEN to USE AMD, so that they can get Super Duper Deals from Intel.... Just like Dell Is Doing.... How's THAT for "DROID Logic"? You got it, gotta be what's happening. A guy over on the Motley Fool AMD thread posted a list of reasons why AMD has no reason to worry. Courtesy of RenderFool. Maybe our locals can use some of these: Sour grapes: IBM is no biggy... we got the world. Gateway is no biggy... who needs Europe? Flash is not important... CPUs are. Duron is not where the money is... Athlon is. Desktop Athlon is not important... mobile Athlon is. X-box is not important... systems are. This year's performance is not important, next year is. HyperTransport is not important... Chipsets are not important... What's next? The stock is not important, but AMD is? leviticus.boards.fool.com