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To: Paul Engel who wrote (137176)6/12/2001 12:22:41 AM
From: Elmer  Read Replies (1) | Respond to of 186894
 
Paul, Besting Dan is like taking candy from a baby. Why do you do it?



To: Paul Engel who wrote (137176)6/12/2001 12:43:47 AM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Paul, thread, good post from the Motley Fool, which we were kicking around here today, about Intel margins. So, some of the posters over there are very good, in spite of the "management".

boards.fool.com

BTW, re "Here we are, nearly a year later, and AMD can only claim Jack-in-the-BOXX and Crackserver as server customers.

My prediction was PERFECT !!"

Some of the rest of us will take some of that action too.

Tony



To: Paul Engel who wrote (137176)6/12/2001 1:40:37 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: I was 1000% correct

Your post of last July:

how is the new c0 stepping going?"

EXCELLENT !!!!!

Looks like 1.13 GHz Pentium IIIs are binning out already !!

I'd say AMD will REALLY DO SOME PRICE cutting in response to Intel's improved speed distribution

That would explain Intel's 80% profit drop - it's because (in your special world) the 1.13GHZ PIII has had AMD on the ropes for almost a year.

:-)


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