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: Cory Gault who wrote (89570)	1/25/2000 7:36:00 PM
From: kash johal	Respond to of 1571281

Cory, Re:""Thats the point! Why would an OEM want to build 600 MHz PIII systems when they can build a 650 MHz Athlon system for less?" Because corporate America won't buy AMD based systems!!" Yup, and there's a 300 Billion dollar valuation resting on that premise. Seems to me there's a lot of AMD work going on with folks like CPQ/Hotrail/API etc to validate 2/4/8 way Athlon systems. I know you are smart enough to have covered your Intel bet. Just as Paul has. I just wonder about the rest of the church of Intel. regards, Kash

To: Cory Gault who wrote (89570)	1/25/2000 7:53:00 PM
From: Gopher Broke	Respond to of 1571281

<<Because corporate America won't buy AMD based systems!!>> I don't consider "Corporate America" to be either as monolithic or as unresponsive as you make out to be. Sure the Athlon might sell better in the SOHO section of this "Corporate America" first, but it will make inroads quickly.

To: Cory Gault who wrote (89570)	1/25/2000 8:09:00 PM
From: Charles R	Respond to of 1571281

Cory, <Because corporate America won't buy AMD based systems!!> Probably a more accurate statement is - "top tier OEMs have not used AMD for their commercial systems" I am betting a lot of bucks that that will change in a quarter or two at most. Chuck

To: Cory Gault who wrote (89570)	1/25/2000 10:28:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1571281

Cory Re <<Because corporate America won't buy AMD based systems!!>> Not yet, but that is changing fast whether you like it or not. Pionex was the first indication. GTW was another. More to come. And there you have the reason why AMD should continue to expand market share and make the shareholder more money. Mani

To: Cory Gault who wrote (89570)	1/26/2000 12:03:00 AM
From: tejek	Read Replies (1) \| Respond to of 1571281

Because corporate America won't buy AMD based systems!! I thought it wasn't about religion? ted