Intel Corporation (INTC) Message Board

STOCKTALK

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 35.94

-5.1%

Nov 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gary Ng who wrote (77932)	4/7/1999 3:33:00 PM
From: Jim McMannis	Read Replies (2) of 186894

RE:"Did you add AMD long position as well ?" No, I may like watching AMD take on Intel but I'm not stupid. AMD let up at the end of Q4, this was very disappointing. They shut down the last 2 weeks of Dec....and their process problem threw them 3 months behind schedule just at the wrong time...when Intel ramped up the speed bins on the Celeron and dropped prices. They are just now starting to catch up again. Problem is that the K7 is just not a tweaked K6 core. It's a whole new architecture, chip set, motherboard. While they have gone to great strides to make it to the lowest common denominator, it's still a question mark, so I'll wait until I find out more. Should someone introduce a motherboard for it prior to release I'd take that as a positive sign for instance. Doesn't mean I won't have a bout with insanity later and buy some AMD... <G>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next