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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (2026)	7/24/2000 7:36:46 AM
From: Bilow	Read Replies (1) \| Respond to of 275872

Re benchmarks, from today's register: Intel and BAPCO 'just good friends' When we asked Intel last week what they were doing to alleviate their self-professed 'difficulty' with benchmarks not showing how well Rambus really performed against PC-133 SDRAM, they told us: "We're working with the major benchmarking organisations to develop more realistic test methodologies which will show the kind of performance of which Rambus is capable." But it wasn't until Van Smith, Technical Editor of Tom's Hardware Guide, suggested we checked out the other Register, the one which lists domain names, that we discovered the grisly truth: that BAPCo, the benchmarking outfit that all hardware review sites rely on, is working closer with Intel than is seemly. In fact, 'incestuous' might be the word we're looking for here. ... theregister.co.uk [The two organizations share a street address.] A google search gives a lot of interaction between the two: google.com -- Carl

To: Bill Jackson who wrote (2026)	7/24/2000 12:09:57 PM
From: TimF	Read Replies (2) \| Respond to of 275872

So do not play the game that Intel has not suffered body blows, many of them, and a few knockdowns, it has run it's course. Face it, Intel is a company in decline and AMD is ascendant. Intel is larger than AMD, of course, but for how long? AMD has hit Intel with some hard body blows (after AMD barely survived the previous round). AMD is coming back strong and is in my opinion the better investment right now, but it would be a bit premature to say Intel is in decline and AMD is ascendant. Intel is probably bigger then AMD for a long time, maybe for ever. Of course if AMD becomes only 1/4 the size of Intel in terms of market cap, AMD will have been an incredible investment. Tim

To: Bill Jackson who wrote (2026)	7/24/2000 1:33:32 PM
From: f.simons	Read Replies (2) \| Respond to of 275872

>>Face it, Intel is a company in decline and AMD is ascendant. Intel is larger than AMD, of course, but for how long?<< It would be a mistake for a two year old child to derive from the fact that he grew 2 feet since birth that he will therefor be 12 feet tall at age 12.