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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (71997)	2/19/2002 9:51:13 PM
From: Tony Viola	Respond to of 275872

OK, but the Intel version is that they are "stockpiling" them (2.4 GHz). Besides, 2.2 GHz is barely over a month old. What's the rush? And, what you guys have psyched may be true too.

To: Joe NYC who wrote (71997)	2/19/2002 11:36:55 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

I think NW could have reasonably easily been released up to 2.4 GHz, but according to Fyo's theory, Intel did not release such a speedgrade because the few 2.4 GHz NWs would push the prices of all Willamettes and Tualatins down, and Intel would have ended up with lower revenues, rather than higher revenues, if 2.4 GHz was released prematurely. This is a highly plausible theory. Throw in AMD's inability to manufacture large numbers of highend XPs and Intel has no one pressuring them. EP