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 : Intel Corporation (INTC)
INTC 35.81+0.2%Nov 25 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Barry A. Watzman who wrote (52593)4/9/1998 8:30:00 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Barry,
RE:"My boss just came back from CeBit and immediately thereafter a
technical conference sponsored by a well known research firm one of
whose divisions specializes in the microcomputer industry.

AMD K-6 3D was all over CeBit, I am told, and was very impressive.
The analysts at the conference (these are NOT stock market people or
analysts) were saying that AMD is on the verge of huge success, the
yield problems are solved, the K-6 3D is real and very well designed, and
Celeron is a turkey. As a significant Fortune 500 company that is an
OEM, we have a Celeron, I had my hands on it today, although I haven't
seen it running in a system yet. From what I'm hearing, and from what I
saw, I am tending towards the thought that this is one idea that would
have been better left in the think tank; perhaps they would have been
better off just bargain-basementing 233 MMX's until they had the 2nd
generation Celeron chip with cache.

I think that Intel's going to have a rough time of it until Merced comes
out, I don't think that the current problems are short term, or that Intel
has seen the worst of what is happening. I do still think, in the long run,
that Intel will rule, but this is going to be one tough year, and it may
continue through much of 1999."

You have seen the light!

Regards, Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext