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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (51352)	3/1/1999 2:54:00 PM
From: Paul Engel	Respond to of 1571050

Ten - Re: "If you kindly asked Paul, he'll gladly dig up all the articles and posts showing that the Pentium II sold out last quarter." Here's one reference. Paul {==========================} www.cmpnet.com The Technology Network Intel CFO: We're Back In The Saddle Again By Mo Krochmal, TechWeb Feb 9, 1999 (12:18 PM) URL: techweb.com NEW YORK -- Intel blew it last quarter, failing to meet demand for Pentium II and overestimating demand for the Celeron chip. Still, the Santa Clara, Calif.-based semiconductor manufacturer beat Wall Street estimates. Andy Bryant, chief financial officer at Intel, said Monday the chip maker is finally having some success at the low end of the chip market this quarter. But Intel isn't limiting itself. Just last week, it announced a joint development agreement with Analog Devices to design a DSP core architecture. Also last week, the year-old partnership of Intel and toy maker Mattel unwrapped its first two products last week -- an electronic microscope and a video camera that both work with a PC. TechWeb reporter Mo Krochmal questioned Bryant at the Goldman Sachs Technology Investment conference here in New York. Can Intel play in the sub-$1,000 PC market, where a processor might cost as little as $50? We don't have the cost structure to get under $500 right now. We're working on costs. If you asked me 18 months ago, I would have said I don't see how to sell in the below-$700 at a profit. But we can do that now. Can Intel get into the lower-power, embedded-chip market? It's happened. The Pentium MMX is in that space, and the Strong-ARM processor plays in that space. We are just missing a $300-to-$500 product. Is there enough DRAM for the new chips? According to our estimates, there is enough capacity out there, but you have to talk to Dell and Compaq. Regardless of the Pentium II or the Pentium III, software is getting bigger and more complex and requires more DRAM. The investments we have made is targeted at our DRAM. At the end of the year, you are going to see the benefits of performance, if you have more memory. That's what drove our Micron investment. We are trying to bring more capacity online. Are you filling the demand for Pentium II? We are moving to being closer to being in balance across the product line. The number of customers upset at us is not quite as many as it used to be. How about the copper technologies and 300-millimeter wafer manufacturing? Copper is some time out for us. As for 300 mm, we don't want to be the first. If others are ready to go, we would go with them. We don't mind being tied for first and sharing the technology. How about the high end of the processor market? The Intel architecture is moving higher. In our strategic planning, we look at Sun, IBM, HP, and we look for holes. Above the operating system layer, at the applications layer, there are holes. But to get there, we need better capabilities. We're not walking away from the bottom end, but the high end itself doesn't win. You have to sell across the entire range. www.cmpnet.com The Technology Network Copyright 1998 CMP Media Inc.

To: Tenchusatsu who wrote (51352)	3/1/1999 4:09:00 PM
From: Trey McAtee	Respond to of 1571050

tench-- good point...what i am trying to say though is that the business market is not going to be the strong hold it once was. besides that, the growth in the industry is in the consumer market. the business market is pretty saturated, and is mostly replacement. now, i know we disagree on this...but i think margins are going to get squeezed and i think business is going to be more cost sensitive than it has been in the past. that makes a good case for AMD. good luck to all, trey