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 (84493)	12/31/1999 2:00:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1572963

Re: Some news coming? Could just be the shorts giving up after no Y2K decline happened. Short interest at: marketguide.com Showed a good sized increase for the December reading - now those who bought into those position have to be thinking about how to get out of them. Somo may have started today. Volume at the close seemed higher than typical for AMD - but today was an atypical day, so that may not mean much. Last August, it seemed pretty unlikely that AMD would be able to launch a whole new platform, with new chipsets, motherboards, and CPUs. Even Intel was having trouble launching its new 820/840/Rambus platform. Now we are heading into the new year with Athlon an established brand. 750 chipsets are well established and KX133 based motherboards have been demoed by many manufacturers. Other Athlon chipsets have been announced. The big threat that has always hung over AMD has been that Intel was sitting on unannounced products that were shipping or ready to ship - it's hard to argue with a big question mark. Now Intel has announced products months before they are available, and in some cases (rambus motherboards) the announced products (with chilling similarity to the K6-3 fiasco of a year ago) look like they'll never achieve any real volume - major Intel product lines are failing trying to compete with AMD, just as AMD's super 7/K6-3 failed against Intel a year ago. The big question mark is beginning to fade away, and with it go the hopes of the shorts.