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: Cory Gault who wrote (96397)3/2/2000 7:35:00 PM
From: Brian Hutcheson  Read Replies (1) of 1571825
 
You still believe in Intel reliability after the last year
of dropped bits and other errata ?
For your Info , AMD has better reliability than Intel
E.g.ALL AMD flash memory is guaranteed a min. of a million write ops compared to Intel's 100K . That is why Cisco chose AMD flash for the majority of its switches .
Come to think of it you are probably comunicating using some of that flash .
If you like to buy shares in a $350B company rather than a $6B company that is pressuring them , that is your choice .
But please don't try to persuade others who have a different viewpoint . I suggest that you and all the other
Intel fans (some are FAN atics) follow the advice of this well known analysts :-
(Dan Niles)

On competition between Intel and AMD:

"Everybody always wants it to be either-or, but you can own both. Intel's very focused on corporate America and Windows 200 and AMD's more focused on the consumer market.

"It's always amusing how people always want to turn it down to one guy or the other. the answer is, you can own a bunch of them and make a lot of money. It's not a zero-sum game in almost any space.

"How many Internet companies are there? Your ZDNet readers love to read about the Internet, but I don't see any of 'em saying AOL's gonna rule the entire world, so I want to sell 'em all. You've got, I don't know how many Internet companiees public now, what, 300 or 400? You've got what, two big microprocessor vendors? Seems like a lot easier to invest when you have two guys than when you have 300 and you really have no idea what's going to happen.

On choosing companies to cover:

"They're all in the technology area and they all cover different parts of it. You don't buy semiconductors, you buy systems, so if you can figure out which systems you think are going to do well in the coming years it gives you a better idea of what semiconductor companies to recommend.

"The problem is, you don't want to be defined too narrowly. If all you cover is semiconductors how do you know what's going on in the computer hardware industry? Are you better off listening to Intel or are you better off listening to the customers? I believe that the customers are the ones who buy the product. I'd much rather listen to Dell and Compaq (NYSE: CPQ) because they're the ones who know what's going on." 22GO
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News