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: Maxwell who wrote (32392)	5/4/1998 12:15:00 AM
From: Tiley	Respond to of 1571884

Maxwell, Re"My concerns have merit": - If my concerns are valid, then significant risks exist in AMD as an investment. - Microsoft supports AMD K6-3D. Microsoft also supported NT for Alpha. I don't see Alpha machines selling by the millions. - The Merced has all but secured the server/workstation market for Intel and will eventually capture the last unconquered space for Intel. I really don't think it matters what the initial silicon does. Marketing has already assured that the product will be a tremendous success. For this architecture to shine, the software, especially compiler technology has to come through. This will develop over time and you will see benchmark improvements over time on the same silicon. HP is already designing a next generation as is Intel. I assume HP's version (to be manufactured by Intel) will have support for PA-RISC and IA32/64. - Willamette is Intel's less talked about (but in my opinion a much bigger threat to AMD) IA32 project. It will assure dominance at the highend desktop/workstation market for Intel. I do not think it will kill AMD though (I hope not - I enjoy trading AMD stock too much and like you I think AMD keeps Intel on its toes). Intel's next generation products might not intro @$100 but they do not need to as long as they allow Intel to maintain dominance at the highend while cutting prices at the lowend and migration of these technologies lower in the food chain over time. - Your scenario of excess supply over demand in x86 CPUs is quite possible but only at the low end and guess who gets hurt the most by it. Best Wishes, - MJ