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: Eric K. who wrote (2270)	7/26/2000 8:38:35 AM
From: f.simons	Respond to of 275872

>>When the Septium comes out at 1.5 GHz in high volume, with speedy RDRAM at a 5% premium to DDR, AMD will once again be out-priced and relegated to massive losses. >>which will allow the simply wonderful "Intel Inside" branding campaign and the oh-so-germane multi-chime and astronauts in bunny suits endeavors to let the inferior manufacturer (design is somehow very rarely discussed in articles about AMD/INTC over the last decade) sink to mediocore profitability. >>that money now flows to trusty Intel, whose new internet initiatives are, regardless of how flaky some of us view them as, quite a bit better than those of many other companies.<< Since you put it that way, I changed my mind: The market is perfectly rational. Frank