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: Elmer who wrote (94872)	2/23/2000 11:29:00 PM
From: Epinephrine	Respond to of 1583503

RE: <Is it hard to understand why I too might remain skeptical?> Nope, I understand such skepticism, I would be lying if I said I thought that it wasn't possible that AMD could screw this up. Fortunately I think there are several good signs, such as the ISCC demo, their public statements about good yields and binsplits from Dresden (and I think they are being extra cautious about public statements after the shareholder lawsuit snafus), and even their recent price cuts. In any event I have my fingers crossed :) As for Intel, I don't doubt that coppermines are coming. That is what I would expect. I am flabbergasted that Intel gave AMD such a timely opportunity. Unless they just want to hand AMD market share on a silver platter then those Coppermines better be coming and coming soon. Even if Intel has to ramp down other production and sell them at a loss (not saying they will, just even if) they had better get those coppermines out the door. Just IMHO Thanks, Epinephrine