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: Saturn V who wrote (16393)	10/28/2000 7:37:48 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

Saturn V. RE:"You claim that that in January you predicted a new stepping for P4. Jim you or your `presumed source' were making a wild guess at first, since P4 silicon was apparently only seen in January, and it functioned at 1.5 GHz to everyone surprise, and was demoed in February. Apparently it is this silicon which has been sampled. Clearly P4 functioned on virgin silicon and was sampled on that, showing that your "source" was incorrect." Maybe my source knew before you or knows more than you do? Maybe our timelines are just off a bit. I was also under the impression that first silicon in P4 was in November-December 99... You are suggesting Intel got first Silicon on P4 in January, re-stepped it, and is now releasing the chip 10 months after first Silicon? That's scary...real scary for us Intel investors. 10 months? Isn't that kind of quick? Then again, it could have been a lucky guess...just one more in a log string of "lucky guesses" that have turned out to be true...funny thing. LOL. At the same time I said P4 wouldn't see any volume before Q1, 2001. Another lucky guess I suppose. Just like Rambus' failure and subsequent distancing by Intel and Timna being scratched 6 months before it was... Jim