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: f.simons who wrote (20403)	11/24/2000 3:40:52 PM
From: hmaly	Read Replies (4) \| Respond to of 275872

Frank Re..Well, that explains the stock action today. <g> As I have been saying for many months, no one cares, at least no one except for people who read and post on these threads.<<<<<< You can bet that the analysts will care; especially if Intel reports anemic 4q-00 results, and has to report mediocre sales of the P4, and lowered ASPs. Intel needed high sales of a high ASP chip to keep margins up. The P4 has only been out 4 days. Give it time; and tell me people don't care after INTC 4q-00 CC. Yesterday Anand reported AMD had 40% of the high end desktop sales. What happens when AMD gets to 50% or 60%. Who will be roadkill then? If either AMD or Intel lacked the speed to meet the real-life needs of real people running real computers, I would expect things to be different. <<<< That has been Intels mantra all of these yr.s; that it paid to pay extra for speed. In fact, that is what the P4 is all about, mhz. Mhz will always matter. But, performance counts just as much. Lets not kid ourselves. Both AMD and Intel need to get extra for their high performance chips. Otherwise all of us should be investing in VIA. If you believe that is because of something sharkey or tom's hardware has said, you are believing too much of the hype on these sites. Frank << If you don't believe Tom's or Anands, then how about PC World, or how about Winmag. One site dissing the P4 shouldn't cause a lot of concern; All of them dissing the P4 should cause concern. Besides comparing the intros of 1.2 Athlon to P4 is like comparing apples to oranges. The Athlon was just an 7% upgrade to the 1.1 ghz. The P4 is a whole new chip architecture, and it had a 50% speed grade improvement. You should be comparing the intro of the Athlon to the intro of the P4. How many sites praised the K7, how many praised the P4. That should tell you something. Intel announcing yesterday that it will slow down the ramp of P4 because of lack of interest by the OEM's should also tell you something.