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 (80294)	11/17/1999 2:31:00 PM
From: Bilow	Read Replies (2) \| Respond to of 1583412

Hi kash johal & al; CNBC is about to talk about chip shortages. Is this the first time today for them? -- Carl

To: kash johal who wrote (80294)	11/17/1999 2:40:00 PM
From: xun	Read Replies (2) \| Respond to of 1583412

From MSNBC. Sorry if posted already. msnbc.com It seams INTC already accepts that AMD will be the first to introduce 1GHZ processor. And INTC will try to catch up. It still sounds strange to me. But I think I need to get used to it from now on.

To: kash johal who wrote (80294)	11/17/1999 3:30:00 PM
From: Charles R	Respond to of 1583412

<The amazing thing here is that Intel bumbled and fumbled their 0.18 launch and speedstep so badly that AMD will likely introduce Gemini before speedstep really shows up.> Yes, it would be quite a coup if AMD can get Gemini in Q1. Intel had almost a year paper-lead on this one until they started messing up on CuMine execution. Inspite of my earlier doubts on the K6-2+, now I think AMD is well set for low-end laptops for H1 '00. In H2 '00, once mobile Athlon kicks in that would be a new game with AMD being potentially ahead. It is very unlikely that Wilamette will show up in mobiles until H2 '01 at the earliest.