SI
SI
discoversearch

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
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Scumbria who wrote (64335)7/7/1999 2:55:00 PM
From: DRBES  Read Replies (2) of 1586066
 
re: "In spite of the clock speed advantage, it doesn't seem fair for Athlon to compete against the weaker PIII on a clock for clock basis."

There is evidence on Price Watch (admittedly premature) that this is not going to happen. The likelihood is that the Athlons will be priced dollar for dollar against similarly clocked pIIIs. Allowing for AMD's policy of 25% discounts pricing parity clock for clock can be seen as a de facto adjustment upwards.

Also, did anyone see the interview of an analyst name Niles on Digital Jam yesterday? He said that iNTC's poor price action (up 3/8) on a day of several upgrades to "strong buy" by such major firms as ML signals to him that the issue should be sold in the near term. He cited AMD's impending introduction of the Athlon as another reason to sell iNTC without commenting on AMD. (Gooooolly, I wonder what he is telling his clients about AMD.)

Regards,

DARBES
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News