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DewDiligence

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DewDiligence

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Re: None

Friday, 10/25/2002 11:11:45 AM

Friday, October 25, 2002 11:11:45 AM

Post# of 5827
Banias pricing: still no response from wbmw:

I have posted and re-posted my comments suggesting that wbmw’s estimates of INTC’s production costs for Banias may be too high.

No response from wbmw to either my original post (#2331) or the re-post (#2659).

Does anyone here believe that INTC is planning to sell any flavor of Banias at a gross margin that is way, WAY above the gross margin of any other chip in the microprocessor industry?

I do not, and that’s why I consider wbmw’s assertions that INTC can sell Banias profitably for less than $100 to be highly suspect. FWIW. Dew


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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