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: AK2004 who wrote (24846)10/15/1997 2:25:00 AM
From: HammerHead   of 1585966
 
In 1996 Intel used to beat the street estimates by wide margin. Not any more. The fact is that Intel earning engine is cooling down. I don't know the long term future of AMD and I think no one can predict. But I think AMD stock might perform well in 1998 and erode some Intel revenue growth and profit margin. I have two friends who have small business making clone PC. Each of them have roughly 6 and 10 millions quarterly revenue. And they told me that K6 counts for 20+% of the PCs sale even with the limited supply. When AMD can prove mass production of K6, some first tier brand names might start to adopt K6 as alternative platform. So the quesstion is whether AMD can manufacture enough K6.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News