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: Jeff Fox who wrote (65953)	10/7/1998 1:13:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:" The trouble with AMD is that it is not generating earnings to finance technical obsolescence and growth" The K7 has been running for months at AMD AND Motorola... Sorry... Jim

To: Jeff Fox who wrote (65953)	10/7/1998 2:19:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Jeff Fox, <Increasing AMD share is not a given. Intel is resourced and committed to all PC segments and will continue to introduce product after product to assure it has the best value in the low end PC segment. Look for AMD penetration to first stabilize and then reverse trend. It is a mistake to think that AMD will somehow maintain some share number.> I think they got close to 20% PC share in Q3. They probably need less than 4.5 million units per qtr to keep 20% in 1999. (Base on IDC forecasts). And just as scary, if they're demand limited, they'll bomb prices. Volume is more important to AMD, I think. <Even though PC's outsell servers by a magnitude, the revenue per sale exceeds PC's also by a magnitude. Servers are significant to Intel and will be the principle engine for revenue growth for at least the next two years.> But what's unclear to me, how many servers will continue to be PII based? I think we'd be surprised at how many PII's go into servers right now. And as Intel add's cache to PII, they become even more viable to the server market. That's also what AMD is planning with the next generations. Everyone seems to agree servers are important, but I wonder if we don't know a lot more about the PC market than the server market.