Replies to post #29053 on Intel Corp (INTC)

[tecate]

Otellini and Bryant did not appreciate that analysts came just short of calling them liars in the last CC over the lost market share.


Well I'm not going short here, you are a liar Joey.

[wbmw]

Re: Here is what is available to retail buyers

That doesn't prove anything, and it certainly does not prove that you can buy 1 million. Most of these shops only hold a couple hundred units of product (at most!), so a couple dozen retailers with Celeron 310 inventory might suggest that a few tens of thousand are available in the market.

Re: Intel does not want its desperation to be known to financial community.

Once again, you are saying that Intel is desperate, based on one questionable Celeron product. What about the scores of dual core Pentium D products available? Using your same search site, there seems to be just as many Pentium D 950 products available at very respectable price levels.

http://froogle.google.com/froogle?q=Pentium+d+950&btnG=Search

Re: Because Via has some market share. It may only be 1 to 3%, but Intel is looking for unit market share, and desperatly wants to stop bleeding now.

Again, you do not make logical sense. You are speculating an idiotic situation, and then calling for management responsibility based on your assumptions. And debating this nonsense is equally idiotic.

Since it's obvious you do not have proof and we are already arguing in circles, I do not believe there is reason to debate it further.

[Dan3]

Re: As you can see, everybody can buy one

What does it cost Intel to FAB, package, and test one of those die, then put it in a box with a good quality heatsink and fan and ship it to one of the dozens of on line retailer who sell it for <$40 after making some markup?

Many of the people who buy one of these $40 parts would otherwise have bought a $100 or $200 CPU from Intel.

Obviously, they aren't recouping any general, marketing, administrative, or FAB costs, but they can't even be recovering marginal costs.

Maybe they can make some of it up in chipset sales, except that there are 147 under $50 motherboards to choose from for this part that and they're almost all SiS, Via based.

What are Intel's profits going to be this quarter?