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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Joey Smith who wrote (107238)	8/9/2000 4:13:16 PM
From: Jim McMannis	Respond to of 186894

Joey, It's very obvious to me that Intel IS doing much better...than they were just 3 months ago. They have... 1. i815 chipset. 2. the ole P6 core running at never dreamed of speeds...so maybe they are a couple speed grades slower than the Athlon but they appear to be making it up with PR and increased production. 3. Willy coming closer by the day... 4. realized RAMBUS is not going to be mainstream and are designing SDRAM chipsets for Willy and likely helping 3rd party chipset makers with DDR. Ok, this isn't the best of scenarios but investors can see a light at the end of the tunnel now. AMD seems to have dragged their feet on the SMP chipset, 760 chipset and the conversion from Classic Athlon to T-bird is not going smoothly. The Duron launch hasn't been great either but at least they have some K7 core product to sell. Intel keeps the door open with there pooprly thought out road map but AMD is definitely not executing as well as they could be and Intel appears be faring resonably well not losing as much market share as an AMD investor would like.