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 (59833)	10/23/2001 10:11:09 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Tony, Intel has quantity and AMD has quality. Intel is snakebit and doomed to die. Bill

To: Tony Viola who wrote (59833)	10/24/2001 12:38:52 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Tony, Re: <Isn't it about the most flipped out thing you've ever seen? Or maybe it's me, but from where I sit INTCs getting ready to suicide by end of lifing the P-III lines(Yeah, I know, they're really just renaming it Celeron) and pushing the PIV and IA-64. Like lemmings to the cliff. I just put up a post a little earlier saying that P4 sales quadrupled in Q3, from Q2, and you go and post something like that. Ever think that that's kind of like "asking for it"?> I responded to the 4X PIV Q/Q post saying it sounded reasonable, and that during the cc it was stated that X-Over between PIV and P-III occurred after Q3 closed. And I thanked you for the post. And Athole pronged me for it and I ignored him. Now I'm pretty sure something I posted upset you. I doubt it's the part about renaming the P-III to Celeron. So it has to be the part about pushing the PIV and IA-64. You happen to believe in the PIV, I don't.(But I do think Intel's going to sell a lot of them, just not as many as they would if they maintained some P-III production.) And here comes Wanna to say that as soon as the world recompiles everything to maximize PIV performance everything will be OK. And when I say 'Like lemmings to the cliff' I'm talking about Intel, IN MY OPINION. It doesn't mean they're going to fail, just that I think they will. And that's not an absolute failure but a relative failure. It MIGHT cost intel 4% market share in the next 6 months. We're not talking about death of a company here! I could be wrong. But I think they made a bad decision and are sticking to it incorrectly. As I see it, Intel is counting on IA-64 to take care of the server market. It isn't going to happen, IMO, for at least a year. That leaves the PIVs to handle it. I don't see that either. Most things the PIII can't stick with the Athlon line, but for some things it's a much more reasonable pick than the PIV(IMO). Intel's going to be running the lines(for X-box) & I think it's reasonable to sell the CPU. We'll find out how it all plays out. And don't take it personal, there's only two people I want off this thread permanently, and you aren't one of them. And I'm not one of the AMDers who comes over to disrupt the INTC thread, and I wish the ones who do would cut it out. tgptndr