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.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.76-1.1%Nov 21 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (19630)11/20/2000 2:21:49 PM
From: Charles RRead Replies (1) of 275872
 
Paul,

Just checking into see if your conviction in P4 still exists given the reviews that you see out there.

On the upside, Intel longs get the benefit of AMD screwups for a change. The cancellation/slip in Mustang/Palomino core it the best thing that P4 got going for it. Today would have been a P4 massacre day if Palomino benchmarks showed up.

Chuck

P.S.: Intel may have picked a wrong battle to fight - visual computing. AMD may kick some serious butt here in short order (in performance not MHz). MHz rants should be the way to go for Intel.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext