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: Paul Engel who wrote (95199)	2/25/2000 7:04:00 PM
From: Joe NYC	Read Replies (3) \| Respond to of 1575598

Paul, And when Intel ships the Willamette - not long after AMD ships the ThumperTurd - Intel will regain the lead. That's entirely possible. But Thunderbird may be alone for 1 to 2 quarters. It's possible that Villy will be virtually MIA in crucial Q4. By the time Willy is in full production, I may take the money and go elsewhere. I will make that evaluation later. But as of today, AMD is still a buy in my book. Joe PS: regarding Willy: It may not serve Intel to do a paper launch of Willy and be without ability to deliver volume in Q4. It may just freeze the market, as people postpone their purchases until Willy is out. Most of the buyers of Willy will be people who are replacing or upgrading PCs, so they have a lot more flexibility than the first time buyers. All of this would be the case if Willy is marketed as a replacement for Coppermine. Intel could start yet another "segment", price Willy at $1,500 and call it a workstation chip, available in limited quantities as PPro. That could prevent the "freezing" of the market. Joe