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 : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Kevin K. Spurway who wrote (2136)	11/14/1997 4:44:00 PM
From: StockMan	Respond to of 6843

Kevin, Re -- I think that the answer is that they're doing it to compete with those 6x86MX and K6 devices that run at 200 mhz or less. You still think that AMD/cyrix are competition? Get real guy. If you still own AMD stock, you should be aware that all of the AMD top brass have sold a lot of their stock in the 30's. They made their money. You being a loyal soldier of AMD are left holding the bag. Stockman

To: Kevin K. Spurway who wrote (2136)	11/14/1997 5:15:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 6843

Kevin - Re: "The cacheless Pentium II is probably cheaper to produce (smaller die size) and it gives Intel the advantage of transitioning the market to its proprietary Slot architecture. " The rumor is that the L2 cache will be removed from the SEC card - no change will be made to the Pentium II die itself - including its 32K Byte L1 cache. As for transitioning to the Slot 1 architecture, this is probably the case. If Intel can offer comparable performance, they will be able to command a premium in pricing vis-a-vis AMD and Cyrix competitive products - and still get a lot of business. Just look at AMD's and Cyrix's financial statements - they are testaments to Intel's success. Paul