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 : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?


To: Sonny McWilliams who wrote (17909)2/27/1998 4:04:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 27012
 
Sonny, thank you, but the bad eye was just a joke. My wife doesn't read this thread. Even if she did, this dude can still move (missed, ha ha). Re John Hull, he did post that he was taking a different job at Intel, I'm 90% sure. He just didn't update his profile.

The AMD and IBM thing is causing INTC to take a dive. It's absurd, I think. Every time something comes out that there may be one more non-Intel CPU chip available per quarter, INTC goes down. IBM didn't help Cyrix, or hurt Intel by making Cyrix chips one iota, so, what's the difference here? Article earlier this week had Merced coming out early next year (had been rumored as late next year). AMD has NOTHING to counter with. In fact, Paul E. expects Intel to start sampling Merced to key customers (HP first) <g> late this year. This, plus the new Pentium II products like Deschutes, Katmai, Willamette, Covington, Mendocino, etc., should make INTC fly higher than ever in 2H98, or earlier.

FWIW, I signed a purchase requisition today for our (work) first Pentium II based systems. To be fair, I asked our PC manufacturer "how about AMD K6 or Cyrix whatever." He said only if you want to risk missing shipments to your customers because you can't get them sometimes. I said, no, I'll stay with Intel, thank you.

Tony