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: niceguy767 who wrote (22969)	12/19/2000 2:21:36 PM
From: DRBES	Read Replies (4) \| Respond to of 275872

re: "P3 continues to sputter at 800 MHz..." This part of your post points to a potentially enormous inteL problem. Unlike AMD, inteL is sitting on a mountain of equipment that, since it cannot be practicably upgraded to the competitive AMD offerings that are becoming increasingly commonplace in the semi market, they are going to be forced to write down and rapidly replace much of this mountain in order to merely remain competitive. I have often referred to inteL as having "all of the money in the world" inteL may soon be forced to spend much of that pile, not to mention the consequential time to bring on line the new tools, in order to just appear to get to be even with AMD. For example, there is a real risk that the "sweet spot" of the Durons may exceed, in real and viable performance, the "sweet spot" of the pentiuM offerings. For inteL, this has to be a "GOOD GRIEF!" COMMENTS Patient Regards, DARBES