Sonny, from the other thread, although I know you read it also, my comments on some CNBC talking heads about Intel. Why do most have to constantly put a negative spin on Intel?
techstocks.com
Jacob, all: Talking about Intel on CNBC just now, several subjects:
1. FTC investigation, or worse, of course. Said the problem was Intel "leaning on" the
PC makers. Is that like Intel threatening to bump companies down the priority chain re
delivery if they talk to a competitor, like AMD? I though the FTC's perceived problem
was Intel pounding the crap (unfairly?) out of any competition, like AMD and Cyrix.
2. More vigorous competition from AMD and Cyrix. No mention of Celeron as a
counter. I know, not until Mendocino (4Q98) does Intel again have a product that
absolutely will dominate in this segment. I guess these analysts don't look beyond today.
Not only that, but aren't AMD and Cyrix losing market share today anyway?
This one really cracked me up:
3. The guy says 'AMD came out with a new chip today, K6-me-2', as Paul says. The
guy then said that Intel does not come out with their Merced until next year, so they
have a couple of Qtrs to struggle. Now I know what our retired members(who have
more time to watch CNBC than I do) mean when they describe CNBC's analysts as
talking heads, or worse. This guy is comparing a 32 bit Pentium family clone with a 64
bit powerhouse workstation/server CPU. Also, somebody tell this fool about Xeon,
already out with Deschutes and all the other...I give up.
We're still getting rain out here...all day today (because I took a day off to do some things around the house?). Remember this Neil Diamond Golden Oldie?...Got on board a westbound 747...it never rains in California...At least hardly ever after May 1. Maybe I ought to consider moving back to the East Coast. Naaaaagh.
Tony
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