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: greg nus who wrote (32262)	4/30/1998 2:23:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 1583406

Greg and Bob, I think the stock is going to move up into the May 25th announcement. I'm assuming that there will be at least two tier 1 takers. Compaq and IBM not to mention Cybermax, CTX, Acer and maybe HP. I'd like to see some benchmarks on the K6-3d. If it equals the Video intensive benchmarks of the Pentium II it will be a winner. Do I remember correctly that the die is about 81mm2? After the announcement what is there? K7 seems a ways off. As far as Slot 1, even if Intel licenses it they have a huge lead. On the other hand I can't see all the boxmakers just handing the whole CPU market back to Intel by abandoning Socket 7...so Intel can jack up the price of processors later down the road. Even Dell is probably secretly pulling for AMD and NSM. Jim