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: Joey Smith who wrote (45751)	1/16/1998 10:42:00 AM
From: billwot	Read Replies (2) \| Respond to of 186894

Joey-Re"...the decision to give AMD almost half of their retail business." Someone posted somewhere yesterday that AMD is only about 10% of CPQ's volume. One half sounds much more realistic to me. Do you have a source for that info? thanks billwot

To: Joey Smith who wrote (45751)	1/16/1998 11:19:00 AM
From: scott	Respond to of 186894

Here Here! Scott

To: Joey Smith who wrote (45751)	1/16/1998 11:23:00 AM
From: Jim McMannis	Respond to of 186894

Joey, I forgot to add...AMD still won't make any money. <G> They want to be first with the #D, ahead of Intels MMX2. Meanwhile they will continue to muddy the water with K6 chips...that get put in sub zero PCs. My main concern is that Intel is now reacting rather than acting. You'll be VERY surprised about who is gaining market share...none other than CTX has now moved into the no. 4 position on volume sold at retail outlets...yes CTX...I guess it helps to be able to give away the monitor. CTX sells K-6 as well as pentium II systems... Don't forget that IBM was the first and gives over half of that segment to AMD...Compaq just bided their time with the GX. HWP is poised to gain, I agree. Intel is still the place to be...but it's cloudy. Jim