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: kash johal who wrote (39910)10/23/1998 2:56:00 AM
From: Tenchusatsu  Read Replies (2) of 1574146
 
<If you are an Intel shareholder you should be very disturbed.....very disturbed- just imagine 400Mhz CPU's with 3dnow for around $240.>

As CirrusLvr said, AMD doesn't have the capacity to make a serious dent in Intel's armor. That's because the 400 MHz CPU's are obviously going to start out at pretty low volumes. Meanwhile, Intel continues to crank at the rate of at least 24 million CPU's per quarter. I'll bet Intel's sweet spot is currently split between the 350 MHz and 400 MHz Pentium II, so for AMD to ship "hundreds of thousands" of 400 MHz K6-2's this quarter is nothing compared to the millions of Pentium II's that Intel is pushing.

<So if you are an AMD shareholder you can sleep tight.>

AMD's success doesn't necessarily mean Intel's downfall. But it's still disturbing to see how AMD is pricing their CPU's much lower than I feel they need to, especially with the upturn in demand this quarter.

Tenchusatsu
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News