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 : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Harold Engstrom who wrote (9051)	7/1/1998 5:42:00 PM
From: Rob S.	Respond to of 11555

Street prices on AMD's 266 Mhz 3DNow! parts are holding steady while the prices on the 300 Mhz version have actually increased since they were introduced. The 300 Mhz parts are in short supply. Prices on regular K6s have remained pretty stable over the past couple of weeks. It looks like the interest in 3DNow! is picking up. AMD probably won't do a large amount of mass advertising until toward the end of summer Back-to-School and pre-Christmas season.

To: Harold Engstrom who wrote (9051)	7/1/1998 8:55:00 PM
From: kash johal	Read Replies (3) \| Respond to of 11555

CL is a disaster and will be continue to be a disaster. They have spent millions of dollars and they have nothing but a story and neat technology. They can only convert maybe 5% of Altera's devices. They have to spend enormous amount of money debugging each Altera Device/Architecture. The final device is not field programmable to take care of bugs or in-system upgrades. In any volume situation they get "leveraged" out by Altera because volume get a package discount. If you think the WC execution has been poor the whole CL execution/plan has been a fiasco. Regards, Kash