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

To: Elmer who wrote (151845)	12/9/2001 10:59:43 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Elmer, I doubt Intel is making much on the X-Box chips, but I doubt they're losing money, either. With game consoles, individual components are usually sold at commodity prices. I have no doubt that Intel limited the L2 cache of the X-Box CPU so that it resembled a Celeron enough to justify the lower price. A quick look to Pricewatch will confirm that Intel is selling 733MHz Celeron CPUs for around $40 a piece - the X-Box CPU is probably close to the same price. The point of getting the design win was to open up new markets for their CPUs, and to prevent the design win from going towards their competitor. I don't doubt that Intel had to make the price favorable in addition to insuring .18u capacity for five years. wbmw

To: Elmer who wrote (151845)	12/9/2001 11:50:40 PM
From: Dan3	Respond to of 186894

Re: AMD is struggling with yield problems just to produce 7.7 million Athlons Intel is struggling with yield problems just to produce 3 times as many chips from 5 times as many wafers using FABs that cost 7 times as much to build.

To: Elmer who wrote (151845)	12/10/2001 12:39:10 AM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

You are missing the point. It doesn't matter if Intel loses a little on every X-Box chip. They will make it up on volume!!! RE:"I've kept my mouth shut for too long on this because I couldn't believe you AMDroids were stupid enough to miss what was so obvious" I never underestimate your ability to let a tongue and cheek statement to go right over your head. Lose on each chip, make it up in volume...get it? Your scope goes little beyond a slide rule... RE:"Because you can't figure it out for yourselves, I'll give it to you. Within reason, Intel could demand whatever they wanted to for Xbox processors because MSFT couldn't find a reliable source anywhere else. Intel knew it. MSFT knew it." You have to be kidding right? The Duron was the chip of choice right up to the end when something happened. I guess MS figured out at the last minute that AMD couldn't supply a million dumpster speed chips? Hummm... On the other hand, Intel might have used scare tactics as well as low balls to get the contract... It really doesn't matter...what matters is that Intel includes these chips in the PC division and gains share.. Jim

To: Elmer who wrote (151845)	12/10/2001 2:24:27 PM
From: SilentZ	Read Replies (1) \| Respond to of 186894

>Because you can't figure it out for yourselves, I'll give it to you. Within reason, Intel could demand whatever they wanted to for Xbox processors because MSFT couldn't find a reliable source anywhere else. Intel knew it. MSFT knew it. >It's really not all that complicated. It's been right there in front of your face but you couldn't see it. I dunno, I don't think that MSFT would've produced X-Box samples with AMD chips if they didn't intend to use them. Whether or not Intel makes money or not off of X-Box is irrelevant- Intel managed to "cut AMD off at the path", and won the contract. A great move. -Z