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.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Profits who wrote (25485)11/4/1997 3:32:00 AM
From: StockMan  Read Replies (1) | Respond to of 1578884
 
Losses,
Re -- Intel is LOSING a discernible advantage from both a time to market and performance perspective

Your vague statements are amusing. So many of you AMDites are the same, K6 will come, K7 will be here , the sun and the moon, Intel is loosing it...

Join the church of Intel, man, and know true profits. Give up your pretentious beliefs in a looser, whose only raison d'etre is to avenge Intel.

Stockman



To: Profits who wrote (25485)11/4/1997 6:25:00 PM
From: Paul Engel  Respond to of 1578884
 
Funky Profit - Re: " their processors cost 25% less than Intel."

I think you are entirely wrong on this account.

AMD's K6 COSTS MORE, MUCH MORE, to make than the corresponding Intel part against which it sells.

And, it SELLS for 25% less than this corrsponding Intel part.

For example, the K6 has a die size of 162 sq. mm and it sells at a price that is 25% less than an equivalent speed Pentium MMX with a die size of 128 sq. mm.

And Intel was having record yields in Q3 - check their quarterly report.

And AMD was in a bit of yield difficulty, weren't they?

Re: "AMD is closing the gap on performance, they are less than 6
months behind Intel, "

At one point in time, this was true - around April 2, 1997.

However, Intel is delivering high volumes of Pentium II devices, all of which are faster than AMD's current K6.

And the Pentium II 300 MHz is quite a bit faster than the K6 which is having difficulty yielding at 233 MHz, despite using an extra half volt or so to crank up the K6 speed.

So, AMD is once again sliding a bit backwards in the performance category.

Paul



To: Profits who wrote (25485)11/11/1997 5:38:00 AM
From: Profits  Read Replies (5) | Respond to of 1578884
 
Dr. PAUL,

Boy oh boy you've been busy. I guess with 80 posts over the past 4 days your fingers must be tired. Its at least refreshing to see that you're an equal opportunity annoyer. You seem to be annoying just as many people on the Intel Thread as you do on the AMD Thread. I guess being a Semi-Retarted, I mean Retired professor you've got plenty of time to post annoying remarks on these threads.

You must be pretty nervous about the Intel stock price with all of the posting you've been doing lately. Just remember, no matter how much crap you post on the AMD thread, it's not going to make your Intel stock go up. Intel is beginning a long painful decent to the $50's soon. And at that time, AMD stock will be skyrocketing to $50. I would have to say your best bet would be to sell Intel and buy AMD while you still have some money left in your IRA account.

Profits