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: hmaly who wrote (20409)	11/24/2000 4:00:08 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

Intel slowing down the ramp of the P4 is bad news. Intel can produce three P-IIIs for every P4 not produced, potentially causing a processor glut.

To: hmaly who wrote (20409)	11/24/2000 4:08:40 PM
From: 5dave22	Read Replies (1) \| Respond to of 275872

hmaly <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.> I am wireless on a crappy laptop connection for the next five days. I couldn't find this, can you please post a reply to this post with a link. Thank you in advance, Dave

To: hmaly who wrote (20409)	11/24/2000 5:00:08 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

hmaly: frank's just having a problem with the notion that the Athy architecture is the best architecture in the world...Like many Intellabees, he had no problem arguing the merits of "superior architecture" when PWeeiii was in possession of the crown. Like many Intellabees, now that INTC, 40 times larger than AMD, can no longer boast a superior architecture, suddenly, "superior architecture" no longer matters...Funnier, was the line coming from the INTC poster emeritus that the kmart celery blue light special was going to be a new market share grabber for INTC...These guys are just plain denying the reality of the superior architecture of the Athy and the necessary implications with respect to future growth potential of AMD that falls out of owning the worlds best on a price/performance basis microprocessor product line... The innuberable awards bestowed upon the AThlon by arms length organizations, as you have pointed out, is in direct contrast to what appears to be in store for the P4...It's one thing for INTC to flop with its P4, it's quite another when these Intellabee acolytes avoid the reality of the significant implications that necessarily fall out of the Athy's superior architecture... These guys need to give themselves a shake...Could be a long and painful ride in a relative sense, otherwise...AMD is in its ascendant performance phase. The flopping P4 attempt would seem to indicate that INTC isn't!!!

To: hmaly who wrote (20409)	11/24/2000 5:32:39 PM
From: f.simons	Read Replies (3) \| Respond to of 275872

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. In the past, all that extra speed was important because the software that was being used by the average schmoe ran better on faster chips. Now, the speed has gotten ahead of the software, except for gamers. Speed and performance will be important again, maybe even as soon as Q101, but I don't see it now. BTW, I have been critical of Intel for engaging in this silly speed war. The 1.13 fiasco was one result, and the jury is still out on the p4 launch. But, performance counts just as much. Lets not kid ourselves. Both AMD and Intel need to get extra for their high performance chips. How many buyers in the PC market read all these benchmarks that are posted all over these threads? If they do, why the hell is AMD stock so stagnant? Why is AMD apparently the first company in the history of the world to be so hugely more advanced than its only real competitor, and no one sees it except for AMD mod thread posters? Frank