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.

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

To: Profits who wrote (27340)	12/30/1997 8:41:00 PM
From: Christopher Reed	Read Replies (3) \| Respond to of 1574599

Is this new news? I heard the business reporter on the San Fransisco all news radio station, KCBS, report this after noon that the reason that Intel cut the PII price today was that AMD started to ship the K6 in volume. If this is true, I'm going to get back in to amd and will recover some of my lossess. I was going to buy big at 16 but I will revise my buy-in price. (I'll even risk my Jan 15 tax money) Comments Please. Cheers.. Chris.

To: Profits who wrote (27340)	12/30/1997 11:02:00 PM
From: Buckwheat	Read Replies (3) \| Respond to of 1574599

Profits,, did someone on this thread admit that production of the Slot 1 motherboard had not yet reached significance?? "Don't worry, the slot 1 MB has no L2 cache costs. Once significant volume happens, it will be cheaper than Socket 7." I don't think think you'll have to worry about the justice department jumping in and slapping Intel. They might shoot themselves in the foot before the JD gets a chance. Socket 7 Socket 8 Slot 1 Slot 2 Do you really think the motherboard and chipset producers are interested in continuing this game much longer? Do you think they lay awake at night worrying about dropping Slot X cost enough to get Intel into the econo market? Intel is not serious yet about the econo market. Cacheless PII? How many "shortened" 777s does Boeing sell to the regional airlines every year? Do they think the VARs are going to cut their profits to make up the cost difference? Buckwheat