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: milo_morai who wrote (6437)	8/24/2000 1:16:25 PM
From: steve harris	Read Replies (1) \| Respond to of 275872

milo, I agree with you. I think today would be a good time to sell my Intel holdings and buy more AMD. I thought Groves would make some changes after a year of Intel's current direction, but it looks like he is supporting it. steve

To: milo_morai who wrote (6437)	8/24/2000 1:16:50 PM
From: 5dave22	Respond to of 275872

Milo <ABSOLUTE MUST READ!!!!!!!!!! by: sunyvail 8/23/00 9:59 pm Msg: 266784 of 267245 Athlon has got some **NEW thermalproperties; From 900 to 1000 the Wattage increased 4.1 W (pretty standard from other 100 MHz jumps) From 1000 to 1100 the Wattage increased *0.8 W**** This means that AMD has either been sandbagging or the process is getting a ton better. No wonder the talk of 1.2 1.3 1.4..... CHECK THE LINK UNDER SECTION 5 OR "THEMAL DESIGN" amd.com Intel isn't paranoid enough. sunyvail messages.yahoo.com. 1100Mhz possibly has some core changes? Milo > Well ... I don't know what ANY of that means, but just by your enthusiasm I take it as great news and I'm amped! :~P Dave

To: milo_morai who wrote (6437)	8/24/2000 1:29:32 PM
From: niceguy767	Respond to of 275872

milo: Once again, it sounds like AMD Athy binsplits from the state of the art Dresden fab are averaging about 300 MHz higher than INTC's PWeeIII's...If true, I don't know how much longer the INTC PR machine will be successful in masking this fundamentally significant production difference...Certainly, the difference in microprocessor operational earnings growth in recent quarters would seem to reinforce the possibility of the existence of such a fundamentally significant difference in "real world" production capabilities...