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: Tony Viola who wrote (50231)	8/7/2001 6:10:52 PM
From: Road Walker	Respond to of 275872

Tony, Dan forgot TMTA's 27.5% share. John

To: Tony Viola who wrote (50231)	8/7/2001 6:43:19 PM
From: Bill Jackson	Respond to of 275872

Tony, In that case why does he not have the intelligence to leave out the naughty names? What can they possibly add to his argument? All they can do is detract from his logic. So I conclude he needs professional psychological counselling for some buried issues. You never seem to stoop to his level and yet your comments are far better than his technically. I suspect your knowledge is far more current than his. Bill

To: Tony Viola who wrote (50231)	8/7/2001 7:52:14 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: an insult to my intelligence is worse than naughty names. If you think about it, there are some eerie similarities between now and two years ago: Just Like Two Years Ago Now transition from .25 to .18 transition from .18 to .13 Intel thinks coppermine is unbeatable Intel thinks P4 is unbeatable Intel says "use RDRAM or nothing" Intel says "use P4 or use nothing" Different From 2 Years Ago Now. VIA has plans for CPU, little else Via shipping CPUS on .13 process AMD has no money to fund .25 to .18 AMD has $1 Billion in cash and going to SOI ahead of Intel What happened since 2 years ago Non-Intel market share went from 10%-15% to 20%-25% What might happen over the next year Non-Intel market share goes from 20%-25% to 40%-50% What we might be saying 5 years from now Remember Osborne? Remember Wang? Remember Intel? Those were the days, weren't they?