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: Dan3 who wrote (80626)	11/21/1999 5:52:00 PM
From: Bilow	Read Replies (1) \| Respond to of 1572099

Hi Dan3; Is this true? More illuminating still is the fact that there's been no revenue growth worldwide in the PC industry in the last 21/2 years. Amazingly, despite the favorable impact of the Y2K upgrade cycle, unit growth has not been strong enough to offset ASP declines. Yet hope springs eternal as every year for four years running Wall Street has believed that the year's first-half PC debacle has had no relation to the one the year before. The analysts have been incapable of connecting the dots each time, as they appear unable to grasp that the problem is horsepower saturation and excess capacity. Bill Fleckenstein; siliconinvestor.com -- Carl

To: Dan3 who wrote (80626)	11/21/1999 6:27:00 PM
From: Jim McMannis	Respond to of 1572099

RE:"but as AMD found out when it tried to position its big L2 K6-3 chip against the Pentium II, the marketplace regards MHZ as the main criteria for comparing systems".... Excellent observation. I understand MHz sells-(TM-McMannis). <G> Jim