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: wanna_bmw who wrote (153373)	12/31/2001 1:27:47 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: more than 65% of the installed base has computers running less than 500MHz There's no need to replace a 400mhz to 500mhz PC for most uses. But, I agree with your point on hard disks. Many (if not most) people replace their PCs not when they perceive their CPU to be too slow, but when their boot disk becomes full. Right after you admit that 2001 was a pothole for earnings. This wasn't a bad year for CPUs, at all. AMD has experienced record units and revenue in CPUs, despite a huge marketing push by Intel, much more competitive pricing by Intel, a substantial MHZ advantage for Intel, and a legal climate that allowed Intel to use marginally criminal sales tactics. It has been a bad year for flash, which hurt Intel somewhat, but hurt AMD a lot more. Next year will probably be a little better for flash, but may be quite a bit worse for CPUs. Units will be up some this coming year, but next year for CPUs will be like the past year for flash - a year of overcapacity and bitter price competition.