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Technology Stocks : Cyrix 1 Where anything goes

CYRX 9.270

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Nov 4 3:59 PM EST

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To: Jeff Kirk who wrote (604)	6/19/1997 12:27:00 AM
From: Investor A	of 640

A recent chip newsgroup post: ===================================== Subject: Re: Liar, Liar, pants on fire! (Intel & AMD) Date: Thu, 12 Jun 1997 20:33:12 -0500 From: David Ellis <dellis@swbell.net> Organization: Southwestern Bell Internet Services To: SteveGood1 <stevegood1@aol.com> Newsgroups: comp.sys.ibm.pc.hardware.chips References: 1 SteveGood1 wrote: > ``A spokesman for Advanced Micro Devices said the Sunnyvale, Calif., > company doesn't consider its newly launched K6 microprocessors > as competitors to standard Pentium with MMX chips, but instead is > competing with Pentium IIs.`` > Are you kidding me? Winstone benchmarks put the K6-166 right > between the P166MMX and P200MMX. Again under a lie detecter > I would wager they honestly didn't believe this statement. > If you clock a P II at 166 it will fall right in between the P166MMX and P200MMX. It would be more accurate to say that they expect the K6, at a given speed, to compete with any of Intels' equal-speed MMX cpu's. > Granted these are just "little white lies", but if you can't believe > them on the little stuff, why should you believe them on the important > stuff. Perhaps they should take a clue from the politicians, when > don't want to answer honestly, just say "No comment". I wouldn't call Intel's tale a 'little white lie'. Just the other week they told investors to not expect higher profits for the next few quarters because they couldn't produce enough of the newer MMX-class chips to meet demand. Independant analysts quoted in the same articles said that was probably true as Intel is spending billions to upgrade all their plants to handle the newer chips but are a ways from finishing the process. That they are now willing to slash prices so deeply on products they cannot produce in sufficient quantity to meet demand can only mean that they have decided that they are not willing to relinquish -any- market share to AMd or others and will risk raising the ire of the justice dept. to obtain their goals. > Steve

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