Friday, January 23, 2004 3:37:12 PM
SZ -
That's not what I read or heard on the conference call.
AMD (Hector Ruin) admitted they couldn't make or sell many 64 bit CPUs and instead touted the robust demand for Athlon XPs.
All that comes to an end very soon. Prescott is shipping in volume and Dothan will soon as well. The XP will be Duronized and they have no 90nm replacement. All their 90nm products will be more expensive to make.
That's not what I read or heard on the conference call.
AMD (Hector Ruin) admitted they couldn't make or sell many 64 bit CPUs and instead touted the robust demand for Athlon XPs.
All that comes to an end very soon. Prescott is shipping in volume and Dothan will soon as well. The XP will be Duronized and they have no 90nm replacement. All their 90nm products will be more expensive to make.
Recent INTC News
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/29/2026 04:44:06 PM
- Citi Forecasts Massive Expansion in Server CPU Market Through 2030 • UK Market News • 05/23/2026 02:02:13 PM
- Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership • IH Market News • 05/23/2026 02:01:14 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 05/22/2026 08:24:43 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 05/22/2026 08:23:33 PM
- Form SD - Specialized disclosure report • Edgar (US Regulatory) • 05/19/2026 08:52:09 PM
- Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC) • IH Market News • 05/19/2026 10:44:23 AM
- U.S. Stocks Poised for Additional Weakness Following Friday Sell-Off: Dow Jones, S&P, Nasdaq, Wall Street Futures • IH Market News • 05/18/2026 01:12:28 PM
- Wall Street Futures Point Lower as Middle East Risks and Bond Yields Pressure Markets: Dow Jones, S&P, Nasdaq • UK Market News • 05/18/2026 01:12:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:34:26 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:33:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:30:44 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/15/2026 08:24:05 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:23:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:22:33 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:21:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:20:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:17:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:16:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:15:01 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/15/2026 08:13:15 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/15/2026 08:09:34 PM
- Tech Stocks Slide as Treasury Yields Surge and Inflation Fears Mount: Dow Jones, S&P and Nasdaq Futures Today • IH Market News • 05/15/2026 01:15:56 PM
- AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD) • IH Market News • 05/14/2026 10:30:40 AM
- Intel Rejoins Formula One Through McLaren Technology Partnership (INTC) • IH Market News • 05/14/2026 10:18:31 AM
