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

To: Adrian Wu who wrote (32237)	4/29/1998 11:03:00 AM
From: Elmer	Respond to of 1572507

<Aside from the backside bus architecture, which increases cost significantly, can you name some advantages that slot 1 has over socket 7?> This has been explained many times before. 2 things offer a significant advantage. #1 is the GTL+ buffers which offer superior electrical characteristics over socket7, allowing scaling to higher frequencies with greater ease. #2 is the split transaction architecture of the bus. This mainly comes into play with multi processor systems. <The PII has no performance advantage, unless you go for the highest speed grade. > More AMD hype. The K6 can be shown to be comparable to the 4th string PII counterpart, if you look at integer only, Win95 based benchmarks. Throw in WinNT or FPU & MMX and the gap widens. < The K6 and Pentium II both have 6th generation superscalar architecture, and both run on 66MHz and 100MHz bus.> Only Intel guarantees it. Only Intel supplies chipsets that guarantee it. EP

To: Adrian Wu who wrote (32237)	4/29/1998 11:13:00 PM
From: Time Traveler	Read Replies (1) \| Respond to of 1572507

K6 was competing against the P/MMX. Now P/MMX has been phased out. K6 is living on borrowed time. <The space-suited bunnys is an Intel Stunt, not an Apple stunt> Perhaps, you in Hong Kong did not see that new Apple commercial showing such a bunny burning up. That was a great commercial in my opinion, in fact, much better than the previous one showing that poor snail carrying a heavy brick. Check out that new commercial. <Yahoo is trading at more than 10x its revenue. Could this trend be possibly broken?> What counts is not revenue over market capitalization. It is earnings, with greater emphasis on future earnings. <The Power PC and the DEC Alpha were not x86 compatible, which explains their lack of popularity> It was only you who did not hear about the K5 hype. The rest of the world heard it. You are very good at prediction after the fact. I was there in these good old days. My memory of the events seem to be a lot different from yours. <Trading at 25x earnings, even if Intel does not spend any money on capital expenditure, it will take them 25 years to make enough money to buy back all the shares> You are under-estimating the power of stock buy-back with a company showing more than 50% gross margin. When you try to set a value on a stock, you have to look at its future earning and also the profit margin. Don't you think even with 50% it is rather impressive? For each share of the stock buy-back, the EPS goes up not linearly but like a 1/x function with x decreasing. <I suggest you do some homework before exposing yourself to further ridicule> Believe me I have done my own share of homework. My intention here is not to ridicule anyone even myself, rather very different goal than yours I guess. Time Traveler