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: Paul Engel who wrote (151998)	12/11/2001 1:01:49 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"Intel makes a real good profit on XBOX chips." Can you define "real good" profit? You crack me up. For the last time, it doesn't matter...what matters is if they count them in the CPU mix with other x86 chips. I hope they do. Unit volume will look great in Q4. Analysts will eat it up. Jim

To: Paul Engel who wrote (151998)	12/11/2001 10:26:36 AM
From: SilentZ	Read Replies (2) \| Respond to of 186894

Paul- >Intel makes a real good profit on XBOX chips. Just wondering- any numbers on that? If you're wondering where I base my assumption that Intel may be losing money on the chips for the XBox, it comes from three points (which I've scattered on this thread thus far): 1. I really don't think that MSFT would've sold out AMD at the last minute if it weren't for a cost savings factor. If Microsoft weren't really planning to use AMD chips, they wouldn't have fitted the prototypes with them. 2. I don't think that Jerry wouldn't have beaten Intel's eleventh-hour bid to Microsoft unless it came down to selling below cost. 3. It doesn't matter to Intel whether they lose a bit of money on chips for the XBox- if they lose money, whatever that amount is is worth far less than the prospect of AMD gaining the mindshare of the public and brownie points with Microsoft. It was a great move by Intel. -Z