Formerly About Advanced Micro Devices Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (84976)	1/4/2000 5:39:00 PM
From: kash johal	Read Replies (2) of 1572159

Paul, re:"By the way - the market generally looks FORWARD - and Intel has put nearly all of 1999's screw-ups behind them." I am not sure this is the case. Intel has bet all its marbles on Rambus. Timna will have require Rambus for adequate performance in 2H 2000. If they use the MTH hub its performance will be slower than VIA's celeron clone. Willamette will have 2 rambus channels on chip - and whenever it comes out q4 2000-1H 2001 may be crippled if Rambus is a BUST. IMHO these are pretty exciting products for Intel for near term revenue - while itanium will get lots of press but revenues in Yr1 will be small. If you have a large percentage of assets in Intel (as i believe u do) you should at least be concerned. And it is way too early to assume that Intel has put its 99 screw ups behind it. regards, Kash Johal

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next