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: Crabbe who wrote (182750)	11/23/2005 6:41:33 AM
From: Dan3	Respond to of 186894

Re: The computer chip is quickly becoming a commodity item. Not in a number of large segments. 4P servers each use $4,000 to $10,000 worth of CPUs. And the production cost of (4 of) those parts is around $400. In the 4P space, the ramp was even more substantial, going from a 28% to a 38.2% bite, a huge gain. Ten per cent of a segment in three months is pretty astounding. If you are wondering, AMD is happy to point out that Dell's bite went from 15.3% to 12.9% in the same time. I would guess that HP is the big winner here, it is aggressively pitching AMD boxes against Dell in this space theinquirer.net