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


To: zalesky who wrote (6606)6/10/1998 8:45:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 6843
 
K6-2 over clocking review:

cyrellis.com

Pravin.



To: zalesky who wrote (6606)6/17/1998 10:40:00 AM
From: Frank  Respond to of 6843
 
zalesky,

I feel its reached bottom and that up is the only way to go.

1. PC's are a commodity.
2. Consumers are buying on Price/Performance.
3. AMD chip better performance than Pentium at a higher price.
4. Intel begining to lower price due to mkt share errosion.
5. Qtr will not be as bad as analyst predictions (I've talked to numerous Retail outlets across the country and they say sales of AMD PC's are brisk).

I'm looking at an upside surprise, which, should translate into a short term boost in stock price. Bought some more.

Good luck.



To: zalesky who wrote (6606)6/17/1998 5:58:00 PM
From: Bill Jackson  Read Replies (2) | Respond to of 6843
 
Zalesky, Intel has admitted failure of the slot one and now has announced a pin grid array, "like socket 7" for their lower priced line of celerons. They could just as easily used socket 7 but I suspect they did not want to eat that much crow.
It is quite possible for a dual motherboard to emerge, unless Intel makes that impossible to design. The celeeron in a slot 1 was totally unable to compete with the AMD offering(and IBM/Cyrix et al) so this is their retreat position. Make it incompatible with socket 7 and force the OEMs to buy it.... Faliure as the socket 7 works well and takes all the 233 and up chips. To make this go they would have to kill their own MMX line(stop making them) before this gets running. If they are wrong they will hand the total low end share to AMD/Cyrix.

Bill