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: steve harris who wrote (86005)	1/8/2000 1:18:00 PM
From: Ali Chen	Respond to of 1572918

Mysef, <their OUSTANDING track record will continue.> I agree :) You know, Intelabees like to rely on past performance of Intel to trash AMD and sustain their faith. If I remember correctly some earlier roadmaps of Intel, back into 1995, the P68 (Williamette?) was expected to appear as early as in 1996!!! With frequency target of 400MHz in 0.25um. It has been slipping year-by-year since. Now, can we apply their logic to this past record? Or something is different at Intel this time? Ok, we can assume that it was a tactical delay since the PPro core derivatives were doing pretty well in the marketplace. But what about their strategic Merced project that supposed to bring inTel into heavy-weights of enterprise computing? Same story: industry was guided to expect the first silicon in 1997! Again just a two-something-year slip... Something different must happen to break this track of records. And there are differences, all right. The old facist/socialists-style management is gone; ole bright minds got stuck in front of charts of Intel stock. The second-bright layer has reached the Peter's ceiling, and inexperienced youngsters with abnormal attitude are driving the company to new records and outstanding product releases... On the other hand, real men know that past performance does not guarantee future results :) - Ali