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: Charles R who wrote (68934)	8/17/1999 12:07:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1572963

Charles - <Me thinks, nifty but underpowered! Have you seen the blurb I posted about 16M L2 cache on Athlon? Something like that is more likely to set the high end of pricing in short order - just like Athlon 650 is doing that in the desktop market now. Let's see.> I've seen the 16 MB K7 speculation. However, This type of product, especially for SMP, is a long way from dictating pricing. AMD doesn't even have a server business (except for Penguin announcement). I continue to believe 2MB full speed on die cache will be a compelling product in the near term server market. <What is happening here? Some of the Intel longs, most notably Paul, used scorch the poor souls who used to quote from Register and now I see that Paul started quoting Register (while accusing me of being a fan - go figure!) and now you are quoting from Register!! It is beyond me why anyone believes this piece of Magee journalism! Have you, in all of your life heard of a CPU that got obsoleted in less than a year from introduction? Ever? I would love to hear if anyone knows otherwise.> Charles, I actually agree with you for the most part about Magee and The Register. However, I disagree with the premise of your argument. I think it would make perfect sense to send the 450 to the Gulag. Intel is slated to come out with a slug of new products and platforms in the second half. The 450 maybe viewed as extraneous. Maybe vs. history this doesn't jive, but in the current environment it makes perfect sense. PB