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: Jim McMannis who wrote (80264)11/17/1999 12:30:00 PM
From: tejek  Read Replies (3) of 1571928
 
Jim

Its hard for the intc longs....here is AMD, its stock price competitive with intc for the first time in a long time; trending up while intc is trending down.

Then they have the cumine finally and it is competitive with the Athlon to some degree but definitely not in the same class....but can you find a 733 cumine? Nope!! So really the cumine is competitive only in theory!!

Then there is everything else that intc is screwing up: chip production, chipsets, itanic, probably networking, who knows what else.....the place is so big. Everyone is so busy trying to correct the mistakes and to flood the channels with something, anything, so that it looks like Xmas that even PB has to work 24/7, and can't take advantage of his renewed SI subscription.

So you can probably understand, the intc longs are a little testy right now. Not that I give a sh*t but at least it explains why their tempers are shorter than normal.

BTW did you know that when C. Barrett said cumine had to be ready by the holidays....a lot of the intc workers thought he meant Easter. In any case that's the rumor going around to explain why the channels did not get flooded with 733 cumine chips in November.

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