SI
SI
discoversearch

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: eracer who wrote (194113)4/17/2006 5:35:25 PM
From: AK2004Respond to of 275872
 
re: but now is about 13% Q3

well, seems like intel would have to price p4s above conroe to keep revenue going......

-AK



To: eracer who wrote (194113)4/17/2006 6:06:58 PM
From: heatsinker2Read Replies (2) | Respond to of 275872
 
"This roadmap is more aggressive with the Conroe ramp" For sure, that's an agressive ramp! I wonder if they can actually do it?

OTOH, the Conroe price from IDF has to be BS, right? Intel can't sell a 2.6 Conroe for $200, can they? If they did, then 85% of their product line would have to sell for less than $100, causing a massive meltdown in profit margin.

hs2