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: Goutam who wrote (87439)	1/15/2000 8:57:00 PM
From: niceguy767	Read Replies (1) of 1572503

Hi goutama: Looks to me like a major and startling role reversal has occurred in 1999... Of course, there are those here who will continue to extrapolate on Intel's accomplishments prior to the introduction of our "spry Athy" just 6 months ago just as they continue to cite AMD's history, prior to the Athlon, even though neither is nearly as relevant in arriving at a determination of equity price as is an estimate of "present value of future income". The "here and now" present value of the "spry Athy" cannot be overstated as there is much headroom left for further speed grade enhancements...It looks to me like the present value of the "some-time-in-the-future" PWeeIII 800 based a upon a tired and fatigued architecture, if Q4 problems in bringing the PWeeIII to market are any indicator, is more than factored into Outel's current price! AMD has closed the significant speed grade gap in just 6 months. In another 6 months, at current rates, Outel may find themselves in a position not dissimilar to AMD's before the Athlon...that being, several speed grades behind...Yes, it does seem a new order is in place as we begin the year 2000!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next