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: kash johal who wrote (72478)	9/20/1999 1:35:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 1572253

kash, 1) I agree in principle and in spirit with your last post. Nice. 2) Didn't you say "BIG FAT ZERO" to a well known platform vs. OEM's? Well... biz.yahoo.com Is this close enough not be be a zero? HP does promise systems to be available next month. And announcing a week "early"?... PB

To: kash johal who wrote (72478)	9/20/1999 1:45:00 PM
From: tejek	Read Replies (2) \| Respond to of 1572253

RE <<<I doubt if Intel is doing anything insidious here.>>> I agree and disagree....I think on paper there is nothing insidious....intc has too many attorneys to make that mistake. However what's "the understanding" between intc and gtw, I don't know. I think Briefing.com's comments are a warning to intc that it is being watched. I don't know what intc has done in the past to warrant current public perception....certainly there is no love lost for the company. For all our joking on this thread re chipzilla, apparently the nickname is apt. But this 'leak' re intc's and gtw's deal is intended to hurt intc more than AMD. And do I think any understanding between intc and gtw (if it does exist) will hold. I doubt it. ted

To: kash johal who wrote (72478)	9/20/1999 2:05:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572253

RE <<<As PB has been stating Intel will have large volumes of its high speed grade. If they ship 5M Coppermines in Q4 that enables 500K at the 733 speed grade if we assume 10% bin splits.>>> One last comment re your response. When has PB become a resource link...nothing against PB, but he has a very biased view of things, understandably. I will believe things when they actually happen and and not when I am told by an intc employee or an intc junkie. I take that same position with AMD as well. This hearsay stuff is just that, stuff. And I feel no pain over Gateway. If AMD performs, gtw will be back with their hand out. Rest assured on that one. ted