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: Scumbria who wrote (48773)2/5/1999 8:02:00 PM
From: kash johal  Read Replies (5) of 1571927
 
Scumbria,

Re: Intel vs AMD

Look everythings pretty much fair in love and war.

And it's war between Intel and AMD for many years now.

AMD needs to get ahead in the speed/volume curve.

It's that simple.

If they can (and I still believe they can) then AMD will go up 10x from where it's at right now.

Intel will be ramping up 0.18 micron in Q2.

That means they will have 600Mhz class PIII's in Q3/Q4.

This will enable even more segmentation for Intel.

So, stop whining about Intel.

If AMD executes they have 2 mega fabs that by end of 99 should be able to produce around 10-15M K-3's/qtr.

If they get the speeds up via the move to 0.18 by then Intel is dead. If they fumble the 0.18 like the probably will the stock will be in the teens by year end.

In the meantime it has probably bottomed for a while and should get into mid 20's-30's once the k-3 is actually shipping and the k-7 release speculation heats up.

If AMD executes properly there is not much Intel can do to stop them.
It is all up to AMD.

If they had released the k-3 by 2H98 they would have had an answer to the Celeron pricing this quarter. So again the problem here is with AMD not Intel.

Intel is simply playing good business by taking advantage of AMD's screw-ups by slashing the Celeron as they know they have the PIII's to balance the revenues.

Regards,

Kash
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