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: Petz who wrote (83666)	12/20/1999 1:30:00 PM
From: Cory Gault	Respond to of 1572531

Petz: re; "both companies can co-exist and be profitable" Exactly what I am betting on!!! CG

To: Petz who wrote (83666)	12/20/1999 1:36:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572531

Petz, Re:"status AMD vs Intel" I don't think we disagree very much. I am still very comfortable with my home run bet on AMD. However it is stupid to dismiss Intel. Based on their notched gates and process tweaks I am sure they will be at 850-950 in Q1/Q2 2000. And we know about their cost structure. In addition the Celeron is to be updated putting increased pressure on K6-2+ family. One should remain somewhat paranoid methinks. It would be a shame if a casual reader simply buys into the AMD RAH-RAH process ignoring what a formidable competitor Intel is. regards, Kash.

To: Petz who wrote (83666)	12/20/1999 2:18:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572531

Petz and Kash, I want to thank you both for clarifying some of the issues around yields and productions costs for the cumine 800. It was really helpful. Kash, you were reacting to some of "the cheerleading" on the thread while Petz, you pointed out where Kash may have gone too far. It really put things in perspective. I guess there isn't anything wrong with the cheerleading on the thread so long as we don't forget that intc is a very large, very powerful, very rich adversary and is never to be underestimated. Having said that, I find it interesting the markets reaction to intc's latest launch.......as of 2:13 PM, intc down 1 11/16 and AMD up 9/16. I guess the markets know what's real and what isn't. ted