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: Elmer who wrote (145883)	10/22/2001 10:09:52 PM
From: Robert Salasidis	Read Replies (1) \| Respond to of 186894

Admittedly, the revenue Intel gets from an XBox x86 is less than their other processors, but I don't think it is too much lower than low end Durons. The CPU is a design that is mature, made on existing fabs, and generates revenue at low capital costs. Whether anyone wants to count it as x86 revenue or not does not matter. Intel is making $ at decent margins, and that is what counts.

To: Elmer who wrote (145883)	10/22/2001 10:27:56 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

EP, RE:"? The point still stands that AMD is locked out of Dell, IBM and Gateway yet those numbers count in market share. An x86 socket is an x86 socket is an x86 socket, no?" Is the x-box chip socketed? I have no problem with Intel including gaming console chips in their market share if other game console chips (PS2, Nintendo) are also included. PDA and calculator chips might be a further reach. I realize none of this matters until Intel starts to crow about market share numbers...then it becomes a bit more ridiculous... As far as all this sour grapes stuff I hear about AMD not getting the X-box chip account...Well, I think at this point in time that AMD might have fought a little harder for the account. I'm sure AMD would like to have it now in light of what they have to sell Durons for now. But it was too hard to see this situation coming. I don't think Intel makes much on those chips but like semi-cong said it keeps the fabs running...and for all we know, Microsoft may have gotten the raw end of the deal in regard to todays prices. They could have probably gotten a better deal lately. BTW, did Intel say P-3s will no longer be available after 12/7? One of my local distributors said Intel told them that... Jim

To: Elmer who wrote (145883)	10/23/2001 11:57:21 AM
From: Jim McMannis	Respond to of 186894

RE:"So why is an Xbox not a x86 socket? The point still stands that AMD is locked out of Dell, IBM and Gateway yet those numbers count in market share. An x86 socket is an x86 socket is an x86 socket, no?" Socket x86? I thought it had more to do with the end product. Are Apples counted in the PC tally? Where's the x86 socket?