SI
SI
discoversearch

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: Jim McMannis who wrote (50433)8/8/2001 9:02:08 PM
From: Road WalkerRead Replies (2) | Respond to of 275872
 
Jim,

re: Think of a P4 as a car that's stuck in second gear and is sold on the basis of RPM. All Revs., no go.

Think of your investment in AMD as one that is as likely as not to go to zero. And think what that extra 20% gross units, as well as the ability to price without competition, will do for my Intel investment.

John



To: Jim McMannis who wrote (50433)8/8/2001 10:31:58 PM
From: wanna_bmwRead Replies (1) | Respond to of 275872
 
Jim, Re: "Think of a P4 as a car that's stuck in second gear and is sold on the basis of RPM. All Revs., no go."

I don't think that's quite fair. You might have a point when talking about some applications, but I think Intel has done well so far in getting many popular consumer apps to be optimized for the new micro-architecture. You might want to consider the mental imagine of a car stuck in second, unless you give it a special kind of gas.

wanna_bmw


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News