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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (36379)	8/26/1998 11:14:00 PM
From: Elmer	Respond to of 1571175

Re: "As for the technology race, Intel has just leap-froged AMD with the Mendocino. But, 350 Mhz K6-2 will sell in the next few months from IBM and Compaq. AMD should regain sales with the K6-3 and the K7. But, regardless of AMD's chances, the fact is that the Mendocino is a serious threat to the PII. And, as such, the PII clock speed has had to be increased to the point that it is a serious threat to the Zeon. The PC rags will sort all this out for the consumer. " AMD regain sales with the K6-3 and K7? Always a prayer for tomorrows salvation. Mendocino is no threat to PII as time will show. (Hey, I heard this down by the swimming pool or was it on the Intel private line? I can't remember). PII is not competitive with Xeon in the market Xeon sells into. Re: "Holders of AMD have already suffered serious stock price erosion. It is only a mater of time until the same thing happens to Intel stock holders." I continue to have a position in AMD which is well into the black, and I took a larger position in Intel today. Wish I could tell you why but the talk on the Intel private thread is under NDA <G> EP