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: Road Walker who wrote (146293)	10/30/2001 6:29:32 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

John re: No, I was implying that it was a waste for AMD to go after corporate. you might find it hard to believe but amd is gaining popularity in corporate market re: AMD is very good a white box, not so good at traditional retail. is not white box a goes through retail distribution? Regards -Albert

To: Road Walker who wrote (146293)	10/30/2001 6:29:50 PM
From: Tony Viola	Respond to of 186894

Slide 26 top line bullet: There it is AMD: Growing our market segment share. P4 passed PIII in Oct. Lowest power and highest perf. in mobile. Ethernet leadership and optical momentum! Edit: Slide 28: Internet is the engine for growth. Strength in fundamentals. Achieved real results in turbulent times. Paul O on. IDC now forecasting flat to down '01, was much worse 6 months ago. Paul Slide 30: Intel is gaining market segment share. Said again, as after Q3 CC, that Intel gained a couple of points. Volume grew > 25% Q over Q, Sales out record. Growth best in SMB (small - medium business) and emerging markets, latter best of all. China and India 50% growth. Slide 33: P4 #1 selling desktop CPU. 3 GHz processors in 2002 (internal goal). High 2s GHz committing. Ship DDR this quarter, with P4 0.13! Q4-03 average unit cost to Intel 25% less than average CPU cost now. 0.13 gets some of the saving, but 300 mm a lot more! AMD has no 300 mm plan!