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: Yousef who wrote (164935)	5/6/2002 10:31:13 AM
From: willcousa	Read Replies (1) \| Respond to of 186894

I've probably said this before but it looks to me like the market of exising PC users will not settle for less than 2.0 ghz processors. It makes sense to buy the latest and greatest if you want longevity of usability anyhow.

To: Yousef who wrote (164935)	5/6/2002 11:58:08 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Yousef, Dan3 obviously hasn't noticed, but have you? Intel is raising their desktop ASPs slowly but surely with their high end processors. .13u manufacturing hasn't ramped fully, but I bet there will be 6-8M Northwood CPUs sold this quarter, and twice as many next quarter. By then, Northwood will be comprise a more significant portion of Intel's overall CPU sales, so I would expect GMs to be much better by the end of the year, especially if they can maintain the lead that they are currently enjoying. wbmw