SI
SI
discoversearch

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: semiconeng who wrote (4751)8/12/2000 1:28:36 PM
From: chic_hearneRead Replies (1) | Respond to of 275872
 
Semiconeng,

I've been reading your posts for the past few days. Either you have ABSOLUTELY NO CLUE what you are talking about or you work for Intel and have inside info so you are playing dumb. Or more likely some 16 year old punk having a little fun.

I especially liked your comments about Itanium. Taking Kash's word of how the EPIC architecture will perform, saying you're "process" so you don't understand. That's a complete joke. If you knew anything about "process", you would understand just how bad that outdated 1993 architecture really is and would be singing a different tune.

chic



To: semiconeng who wrote (4751)8/12/2000 1:47:26 PM
From: ScumbriaRead Replies (1) | Respond to of 275872
 
Semi,

intel decided to wait for the chipsets, and go back to it's old ways, of stockpiling microprocessor chips in the warehouse prior to launch. Did anybody ever think of that one?

So Intel has changed their policy in the last two weeks? It has only been a few days since Intel's last paper launch of the 1.1GHz PIII. Why should we expect Willy to be any different?

Scumbria



To: semiconeng who wrote (4751)8/12/2000 4:55:03 PM
From: Tony ViolaRespond to of 275872
 
Semiconeng, >I got news for ya, Willamette is still on track, despite what Solomon Smith Barney Financial Analyst says. Intel

Solomon Smith Barney might as well swing and miss for strike three on that one. They predicted Compaq would miss revenue forecasts the analysts had for them. Wrongo, strike one.
SSB said the semiconductor boom was nearly over. Strike two, as seen by the vast majority of the other analysts.
Now they're predicting this one? If the previous two are any indication, it's a Randy Johnson fastball, on the black, low outside corner.

Tony



To: semiconeng who wrote (4751)8/12/2000 6:04:49 PM
From: Gopher BrokeRead Replies (1) | Respond to of 275872
 
I have a different "opinion". I think, that Intel saw that the chipsets were not quite ready, and they had already missed Back To School, so...... Maybe..... Just Maybe..... intel decided to wait for the chipsets, and go back to it's old ways, of stockpiling microprocessor chips in the warehouse prior to launch. Did anybody ever think of that one?

So Willy was targeted at schoolkids? Now that is news to me!



To: semiconeng who wrote (4751)8/12/2000 7:09:38 PM
From: Dan3Read Replies (1) | Respond to of 275872
 
Re: I think, that Intel saw that the chipsets were not quite ready, and they had already missed Back To School, so...... Maybe..... Just Maybe..... intel decided to wait

Good point, Intel has demonstrated over and over again this year its willingness to ship buggy chipsets and motherboards. There must be a different reason.

:-)

Dan



To: semiconeng who wrote (4751)8/12/2000 7:54:47 PM
From: EricRRRead Replies (1) | Respond to of 275872
 
Several AMD Fans on this board, prefer to think of that, as a sign that there's something wrong with P4. I have a different "opinion". I think, that Intel saw that the chipsets were not quite ready, and they had already missed Back To School, so...... Maybe..... Just Maybe..... intel decided to wait for the chipsets,

It's usually wise to ship only CPU's for which there are chipsets available.

and go back to it's old ways, of stockpiling microprocessor chips in the warehouse prior to launch.


Could you please explain why Willy only has a shelf life of 6 months? What provoked the early successor with more pins? Is it part of the good old ways to leave a giant hole (1.1-1.2GHz in volumes) in the middle of the speed distribution? And was Willy was designed so well that its bin splits start bottom at 1.3GHz? Or is there another reason for not wanting to sell the chip at those speeds?



To: semiconeng who wrote (4751)8/12/2000 10:02:48 PM
From: steve harrisRead Replies (1) | Respond to of 275872
 
semiconeng,

re:"so...... Maybe..... Just Maybe..... intel decided to wait for the chipsets, and go back to it's old ways, of stockpiling microprocessor chips in the warehouse prior to launch."

Are you suggesting anything different from Albert Yu's comments at the IDF in February?

steve

intel.com