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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (140303)	7/27/2001 8:12:46 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Well, to be absolutely blunt about it, the way it's been and the way it is now, if company X in good times had $10,000,000 to spend on platforms validation, it might go 80% Intel, 20% AMD. Today, they might have $3,000,000, and it'll all go Intel, because they know that will sell. In bad times, the stronger, richer better brand name companies make it, and the distant second might not. What did happen to AMD's MP chips and the major OEMs? I honestly think AMD will be lucky to emerge to the other side during this protracted downturn. Tony

To: Dan3 who wrote (140303)	7/27/2001 8:15:08 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Dan, <But a 100% 32-bit performance and stability compatible, high performance, 64-bit processor.> I'll bet the stability of Itanium and McKinley-based systems will be a heck-of-a-lot better than that of Clawhammer at its release. Remember that Itanium is already out, and McKinley will also be out well before Clawhammer. Funny how that works, huh? Itanium, the poster child of slipped schedules and late launches, beating Clawhammer to market by a year-and-a-half, and thus will have more time to build an infrastructure and a reputation for stability. AMD has no other recourse but to throw FUD at Itanium in a vain attempt to hold back a tidal wave. Tenchusatsu