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

To: AK2004 who wrote (153516)	1/2/2002 5:01:29 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

albert, Re: "you maybe right about p4 higher unit shipments but intel's celeron shipments are way below expectations. Lower p4 and athlon prices taking market share from celeron." The same probably goes for Duron as well. I haven't seen any statistics on Celeron sales, but if they are down due to lower pricing on Pentium 4 and Athlon, then Duron will be down as well, and that would affect AMD's volumes. Re: "Of course, given Barrett's claims of gains in unit market share over the last 2-3 quarters I expect intel to use every trick in the book...." Any time the total available market grows, and Intel is unable to provide enough volumes to fit it, AMD is presented with the opportunity to gain in market share. When the market shrinks, and it boils down to a choice between a design win for Intel or AMD, Intel has traditionally won out. I don't know what you are trying to say, but I doubt that Intel can do anything to prevent AMD from advancing if there is a market for both product lines. About the only thing Intel can do is guarantee the design win if it comes down to a choice between one or the other. When the market is growing, there are simply too many vendors interested in using CPUs from both Intel and AMD. The only way for it to be otherwise is if Intel increases capacity to meet the demands of a larger market, and thus shut AMD out. They may be trying to do this, and if they succeed in producing more volumes, they will win. wbmw

To: AK2004 who wrote (153516)	1/2/2002 7:29:36 PM
From: Paul Engel	Respond to of 186894

Dilbert - Re: "Samsung may start shipping athlons this quarter" Don't count on it !!! digitimes.com 845B0-based PCs soon to hit the market in South Korea Compiled from outside sources by Hsu Chia-hui, Research Center; Christy Lee, DigiTimes.com [Monday 31 December 2001] Following the official launch of Intel’s DDR SDRAM-based chipset 845B0 (845D), South Korea’s PC makers will introduce high-end DDR computers in January, the local Electronic Times reported. Industry sources indicated that most South Korean PC makers like Samsung Electronics and TriGem Computer have already developed DDR-supporting systems. The products are expected to hit the market in mid-January at the latest. Other companies such as LG IBM, a joint venture between LG Electronics and IBM, and Hyundai Multicav are also preparing to launch DDR lines. Samsung said that it has started offering the DDR computers to its overseas OEM customers. The roll-out schedule in South Korea has been uncertain due to the recent tight supply of DDR chips. Despite the companies’ excitement over the performance of their DDR computers, most PCs sold in South Korea in the short run are still expected to be equipped with SDRAM, given that both DDR chips and the 845B0 chipsets are not as cheap as the current products. For example, the 256MB DDR modules are generally 30,000 won (about US$23) more expensive than the same-capacity SDRAM. The DDR PCs expected to show up next month are in fact not the first DDR computers seen in South Korea. In October, Jooyontech and LG Logix introduced DDR PCs using chipsets from Taiwan’s VIA Technologies.