Mr Lee rambled to this reply:
"Evidently, you havent bothered to visit any of the numerous hardware review sites out there (I talk of Anandtech, Tom's Hardware, Aces Hardware, JC's Semiconductor News among others."
"No, but in the course of being a director of a technology consultancy I have visited Tier 1 vendors that have silicon. I bet u haven't even been in the same room as a P4?"
You've completely misquoted this part.. my visiting hardware sites statement was in response to your amusing comment that the AMD Athlon being the leading performer was nonsensical. If you'd bothered to read any of the prior-mentioned hardware reviews (plus others too numerous to list), you'd see that the hardware reviewers give the current Athlon Thunderbird the edge over the P-III. They also lead in being the performance leader of highest Mhz (with the botched P-III 1.13 release)
Now, as for the P-4, you're quite right.. I havent been in the same room as a P4. However, I am closely aligned with some of the hardware sites owners who have gotten leaked benchmarks of it, and as I said, it doesnt look that scary to me, or others. Maybe Intel is sandbagging the results, but then.. so might AMD with their Mustang, as it seems to be indicated here:
----------
--MUSTANG CORE IS BETTER THEN WE THOUGHT --
aceshardware.com
----------
Add that to the fact that market penetration will not be till 2002... and the fact Intel will be forced to use only RDRAM on its chipset with it for at least a year - which no one in the hardware community or it seems the chipset makers want to buy or deal with for reasons well documented by now - and the P-4's impact on AMD, IMHO, will be initially negligible.
Steve then went on a tangent:
But research does not seem to be your strong point
judging by your investment decisions. BTW SSTI seems to be doing nicely (up 25% since I reported buying heavily in the post u r criticising
With all due respect.. reading posts carefully doesnt seem to be your strong point... I mentioned at the bottom of my initial response to you that I had no investments in any companies. Glad to hear SSTI is up.. but again.. I made no direct criticisms of that particular part of your post.
As for this statement:
"The market will cream AMD v. soon in anticipation of faltering results."
The market has been wrong about AMD the past year now...
they obviously didnt look at AMD's CC too well:
--AMD faces some capacity issues going forward, prompting
the company to announce that it will be sold out of its Athlon processor and flash-memory lines during the fourth quarter of 2000.--
semibiznews.com
How the company does on Wall Street and its stock price will not necessarily reflect accurately how well the company is doing.. AMD's share price has been punished by analysts and investors for 2 qtrs now, anticipating them to falter.. and all AMD does is continue to issue record profits and sales.
Finally.. this lovely comment:
"just a hardware guy who reads these boards with interest at how a-holes and thinking people's views vary"
I'm sorry to see you're dropping and resorting to insults over someone else's opinions that take the opposite view to yours.. but then.. I've been told on the AMD threads that you're a "noted Rambus flackmeister", so I suppose it shouldnt surprise me.. as the lot of you are fanatics who refuse to tolerate opposing opinions of your views |
