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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: xun who wrote (92252)	2/9/2000 6:18:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1574662

Panic, Very Entertaining reading. But I think this guy has MISSED the biggest threat to Intel IMHO. regards, Kash

To: xun who wrote (92252)	2/9/2000 6:19:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1574662

Thanks, Looks like Tom has played his cards. He pretty much sees it like we see it. I particularly liked this excerpt. This is the crapola we can expect from the average Intelabee...and what we have been getting... "Over the next few months, other rumors (all undoubtedly from "reliable sources") will be published suggesting that Intel's next generation "Athlon killing" processors are only a few days away, yet until the Willamette is released no sooner than October, Intel will have nothing new to offer. Meanwhile, despite all of Intel's noise, AMD will continue to quickly, continuously and quietly devour Intel's market share." ---- I really can't say about market share but I fully expect the demos and phantom releases to continue. Intel is scramblin' to get to the Willy (Tom called it the Sissy)...despite what Pauly has said... Jim

To: xun who wrote (92252)	2/9/2000 6:45:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1574662

Panic, Tom's article is a perfect example of what Rich Surckla on the RMBS thread calls "tuning the fiddle." Here's what he said: My grandfather was an old time fiddler. He would pick up his fiddle and play music. Then he would say, "It's not right. It's out of tune." Then he would proceed to tune the fiddle. After it was tuned he would play the same music and say, "That's better. It's tuned now." And I would say, "But Grandpa the music sounds the same as it did before you tuned the fiddle?" And he looked at me and said, "But I know the difference and you don't. And unless you or anyone else knows as much about tuning a fiddle as I do then you will never be able to tell the difference." In any case, I knew you guys would get a kick out of Tom's well-written BS. It pretty much sums up all of the arguments against Intel into one coherently written article, complete with half-truths and twisted logic. And its purpose is to make the not-so-knowledgeable believe beyond a shadow of a doubt that Intel is doomed, i.e. "tuning the fiddle." I could point out every single flaw in that article, but it wouldn't be worth my time. Suffice to say that I bookmarked the article, and I look forward to revisiting it one year from now. Tenchusatsu

To: xun who wrote (92252)	2/9/2000 7:23:00 PM
From: tejek	Respond to of 1574662

A Titan Falls - AMD Plays David to Intel's Goliath www7.tomshardware.com; pm, I forget, which of the media are pro-Intel...oh that's right, none of the media like Intel; its the analysts who like Intel and that's why it keeps making all those new highs. ted

To: xun who wrote (92252)	2/9/2000 8:09:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1574662

<A Titan Falls - AMD Plays David to Intel's Goliath www7.tomshardware.com > This thing started out well and went south from there ending with a totally bogus "Intel will get out of the micro business" conclusion. Even assuming a disaster on the Wilamette front Intel will still supply more than 50% of PC processors in 2001. The Fall of the Titan would have been provocative but appropriate title if put in the context of potential risk to stock valuation and the loss of prestige and loss of the aura of invincibility that was once associated with the Intel name.