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.

Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (5960)	5/4/1998 11:07:00 PM
From: Investor A	Respond to of 6843

John, One early report said that Intel planned to sell the 2MB L2 cache PII-450 on SLOT 2 at $4,000 for stupid buyers. Look at the faces of these poor victims who paid Intel $1,999 for PII-300 last year. The strength in Intel is the market and the ability to conduct free illegal copying from better sources, not in technology innovations. I have been thinking about Jerry Sander's comments that K6-2 300Mhz will outperform PII-400 for a while. So far, there is no further report that Jerry amends the performance comments. Thus, we might have a pleasant surprise on 5/28. :) As we all know, AMD has the full control over K6. It means that AMD engineers are free to make all necessary architectural modifications to improve K6 performance without any need to consult with Intel. J Without the L3 cache based on Alpha Technology, PII is not an efficient processor to run real world application. It won't be too hard for K6-2 300 to outperform PII-400 if Jerry has his team put the 256K L2 cache inside the K6-2. Do you think if this is the stuff under Jerry sleeve for K6-2 300Mhz?