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 : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (49323)	5/29/2002 8:55:11 PM
From: Just_Observing	Read Replies (2) \| Respond to of 64865

Intel has been riding the success of their process engineers for quite a while Agreed. But Intel may have already overinvested in plant and equipment. AMD fans claim that just the Dresden fab can supply the entire 150 million per year demand for processors. And Intel has at least 5 times the capacity of AMD. And now manufacturing expertise as well as semiconductor investment is growing fastest in Taiwan. No wonder AMD is outsourcing production to Taiwan. Yet another threat to Intel.

To: Charles Tutt who wrote (49323)	5/29/2002 11:50:14 PM
From: technologiste	Read Replies (1) \| Respond to of 64865

Actually the opposite is true, Intel can overcome any design advantage with its vast output, huge R & D budget and relentlessly improving price/performance ratio. Each generation of microprocessors is more expensive to develop than the last, so only the companies with the greatest amount of resources will be left competing. As the NY Times reports, two weeks ago Jack Dongarra of U of Tennessee certified a 2.5 gigahertz Pentium 4 as the fastest processor in the world on the Linpack Benchmark, the first time an off-the-shelf processor has won that distinction. High priced, low volume microprocessors built on a aging 80s architecture, is probably not the technology on which to place your bets in this race.