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: Daniel Schuh who wrote (4734)	8/12/2000 10:35:01 AM
From: Scumbria	Read Replies (3) \| Respond to of 275872

Dan, Pentium 4-originally expected to debut in the third quarter-is being delayed until adequate supplies of the Tehama chipset and Direct Rambus DRAM are available. Sounds like a bunch of baloney. If the chipset was ready to be manufactured, there is no reason why Intel could not manufacture adequate quantities for a low volume PIV launch. The same is true for the DRDRAM supply. Apparently Intel is having some problems with their boy Willy. Scumbria

To: Daniel Schuh who wrote (4734)	8/12/2000 11:08:25 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

"Meanwhile, the P4 plot thickens: Pentium 4 held up by lack of chipset, memory support" Daniel, that would be good news for AMD! 99% of the press will celebrate the Pentium 4 as the 8th world wonder. Not to mention analysts like Mr. Kumar... This will have a huge psychological impact. Now matter how good the P4 will be in reality and in which quantities it can be delivered, AMD will once again be regarded as the poor little underdog with only second rate products. Therefore, every month in which the introduction of the P4 is delayed is a huge opportunity for AMD to gain ground, especially during the Christmas buying season. Peter