SI
SI
discoversearch

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.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Shoibal Datta who wrote (93799)12/10/1999 5:22:00 PM
From: Jim McMannis  Respond to of 186894
 
Shoibal,
I'm afraid that value is out and crazy growth stocks are in. That's all I have to say about that.

RE:"Also, do you really think that AMD can actually pick up all the slack that Intel allegedly cannot deliver on and then some?"

They probably can, if they don't pull another CXT debacle. OTOH, Intel will be able to deliver Coppermines, it's the platform that's the problem.

RE:"This idea is about as plausible as, say, that Linux is going to take over the OS world. Mind you, I'm not saying it can't happen, but it will take a lot of consistent screw ups from companies that have a recorded history of being consistently able to deliver"...

I wouldn't go that far. Microsoft could squash these Linux companies. All they have to do is bundle a free Linux version of their own but the DOJ might not like that...so I'd say Linux is here to stay and the pie is real big...

Jim