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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (123412)	8/31/2000 5:04:04 PM
From: Road Walker	Read Replies (2) \| Respond to of 1570833

Ted, re: I don't follow the Intel thread closely; is there a general awareness that P4 has some weaknesses? And is the consensus that the P4 will evolve over time into a major seller for Intel? I think most on the Intel thread are still in shell shock over the recall. I think there is an awareness that some of the usual anti-Intel suspects are claiming that P4 could be less than everyone hoped for. The usual response would be to take that lightly, but with the recent Intel performance, folks are a little more cautious. I don't like to speak for other people, and there are certainly those whose confidence is 100% intact. As for the future, you have to see things from the perspective of a long term Intel stockholder. Intel has done great year in and year out, so there is a lot of confidence placed in the company. We don't analyze to the same degree that folks do on the AMD threads. I would say the assumption, based on faith in the company, is that the P4 is a long term product that will be very successful. There is a different culture on the Intel thread <g>. John