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: Pravin Kamdar who wrote (6764)	8/28/2000 4:13:59 PM
From: niceguy767	Respond to of 275872

Pravin: "Gwennap noted that Intel's manufacturing woes over the past year--and AMD's success--reverse what had been the trend. "For a long time, Intel was this machine that couldn't break and AMD couldn't take two steps without tripping," Gwennap said. "For the past year, Intel has been having problem after problem, and AMD keeps cranking out more and more chips." Gwennap said that while the Pentium III may have hit its limit," Looks like word, from the mouths of respected analysts, is starting to trickle out that the castle walls of Intel are starting to crumble...How much longer before relative AMD/INTC pricing realistically factors in the "new paradigm" shift that has taken place over the past year and cited by Gwennap...