Silicon Investor (SI) -- The First Internet Community

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (68323)	8/10/1999 5:07:00 PM
From: DRBES	Read Replies (2) \| Respond to of 1578538

re: "Dell and Gateway run the risk of being outflanked by some other boxmakers." I ABSOLUTELY COULD NOT AGREE MORE !!!! Regards, DARBES

To: Jim McMannis who wrote (68323)	8/10/1999 5:13:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1578538

Jim, Re:"If I was a OEM I'd add the Athlon immediately, BECAUSE, when it takes off I'd want to be first in line for the chips. IMHO, Dell and Gateway run the risk of being outflanked by some other boxmakers." I agree with u as a kamikaze investor. However if you are a box builder u might want to wait and see how the chip does in the market. Build a few, make sure no major bugs and manufacturing problems. Imagine u are head of compaq and put 1/2 a million MB's in WIP for Christmas. And u only get 200K AThlons-- u might make CPQ miss the quarter really babdly. As u would have missed selling 300K systems. To scramble u might have to pay open market pricing for PIII's and MB's. So I can see a go slow intro. And thats clearly what AMD is worried about too. The white box and mom/pops will be key for the K7. As these guys use name MB's anyway so they will suck up K7's depending upon demand. I suspect it will be Q2 2000 before K7 is truly ramped up big time. Regards, Kash.

To: Jim McMannis who wrote (68323)	8/10/1999 5:15:00 PM
From: survivin	Respond to of 1578538

Why Athlon Matters This link provides a nice graph of intc's PIII and sub $1000 marketshare, along with revs from each. Looks like amd is after a huge slice of intc's pie. ZD: "They appear to have struck gold with Athlon." infobeads.com

To: Jim McMannis who wrote (68323)	8/10/1999 5:30:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1578538

hERE pAUL! hERE pAUL! hERE pAUL! wHERE iS pAUL? hAS aNYONE sEEN pAUL? Regards to all of the good guys! DARBES

To: Jim McMannis who wrote (68323)	8/10/1999 7:10:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1578538

Jim, It will be interesting to watch the spot market on the K7. Recall how the spot on the K6-III went above list as the gamers went for it bigtime, until the celeron was cut in price. I expect to see a similar situation here as the K-7 shows nearly 50% advantage in some game benchmarks...and gamers run after 10% advantages as they play network games and that gives them an edge in competitive play. Bill