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: steve harris who wrote (114466)	6/6/2000 12:42:00 AM
From: Charles R	Read Replies (1) of 1572780

<This sucks... :o) Message 13832319 The disease is spreading......... Too bad.> As bad as this sounds, this may be more of a PR nightmare but be actually be a good news for Intel. Thanks to Intel's inability to execute on RDRAM, Timna was getting ready to be DOA. Message 13825739 This is a MAJOR PR issue for Intel and a few OEMs with plans for Timna back-to-school products are going to be pissed but that's a different story. I have a strong feeling that Intel just took an escape path for saving Q3/4. Without Timna/MTH distraction, Intel can now put its entire focus on CuMine and 815 ramp (and 820 to some extent). Solves a lot of tactical/logistical problems, gives a few more higher MHz parts to sell, improves ASPs and gives it a shot at making Q4 even with a Wilamette miss. Not bad! Clearly this is an even better news for AMD. With Durons starting their life at 600MHz and K6s being phased out of desktop scene, and Dresden going full blast earnings should explode in Q4. THIS IS FANTASTIC NEWS FOR AMD LONGS. Chuck P.S.: I am seriously considering going 70 or 80% into AMD.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next