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: tejek who wrote (93966)	2/17/2000 11:56:00 PM
From: Elmer	Read Replies (3) \| Respond to of 1575047

Re: "EP, such drama....who do you think is shell shocked? Certainly not I. Yes, I am concerned.......Intel is AMD's main competition but I have every confidence that AMD will mount a successful counter to the Willamette." I guess you've been able to stay calm but you can hardly say that about the others. And as for AMD mounting a counter to Willamette, they are doing everything they can to stay a nose ahead of CuMine, and not for long I suspect. I think AMD shot their wad. Where are the claims that AMD can bring out faster chips any time they want to? Did you notice today's admission by AMD that they will hold off 1 GHz intro until there is sufficient volume? Translation: there isn't sufficient volume. Where is the Demo AMD has been holding back, waiting to trump Intel's IDF demos? Answer: AMD quietly slips away to lick their wounds. They counted on Intel screwing up and instead Intel blew everybody away. I think Scumbria's embarrassing episode last night speaks for itself. Further comment about a once respected contributor would be in poor taste. I remain embarrassed on his behalf. That's what I meant by shell shocked. EP