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Politics : Formerly About Advanced Micro Devices
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To: StockMan who wrote (32984)5/28/1998 5:03:00 PM
From: Jim McMannis  Read Replies (1) of 1570341
 
Stocky,
Let's look at the big picture here. And let's talk in the present for a change.
1. Intel has lost yet another ALL-Intel vendor to a non-Intel chip
maker. Packard Bell now using Cyrix chips in lieu of thew Celery.
Add, Compaq, IBM, Acer, CTX. Might Gateway and HP be next.
2. Intels big claim to fame, the FPU as it pertains to gaming just took a punch with the introduction of the K6-2.
3. The Celeron is a flop. It seems that when it finds its way into a top tier computer it's on the business end where in fact it's really a dog. The only explaination for this that I can think of is that it's for percieved compatibility reasons with existing Intel equipment.
4. Sure, the Pentium II has a raw power advantage over the others but
this chip has nearly twice the die size as the K6 not to mention the packaging. Yeah, I know the yada yada yada about Intels superior process and yield but they are vulnerable because of this.
Won't even mention the cost of the mobo.
5. The US Government is about to make a living off Intel for the next few years unless Intel begs some competitors to use Slot 1/2.
6. So AMD may not become wildly profitable soon, NSM neither and Intel will have to drop margins to avoid losing market share.

So, can you think of a better group of stocks to avoid or what?
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