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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (72557)	1/31/1999 2:41:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Jim, >>>If you an Intel investor and think the CPU ID is overblown and are putting your trust in Intel you'd better take a look at this.<<< All I can do is trust that Intel will make the best decision for their business. That should also be best for the stock. I can't do anything about it. I'm not selling, are you? That said, polls can be as misleading, or just as much set up to yield desired results as an election in Cuba. Tony

To: Jim McMannis who wrote (72557)	1/31/1999 6:10:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 186894

Obviously a slanted question. People will always vote for no change on what they don't understand. jim

To: Jim McMannis who wrote (72557)	2/1/1999 12:46:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

McMannis - Re: " If you an Intel investor and think the CPU ID is overblown and are putting your trust in Intel you'd better take a look at this. " If you aren't putting your trust in Intel, you must have sold. Paul

To: Jim McMannis who wrote (72557)	2/1/1999 1:35:00 AM
From: SisterMaryElephant	Read Replies (3) \| Respond to of 186894

Jim, <If you an Intel investor and think the CPU ID is overblown and are putting your trust in Intel you'd better take a look at this.> This poll means little,IMHO. My guess is that most who are voting feel they would be adversely affected by this feature. For example, if I set up a poll that asked if all teachers should get a 25% pay cut, who do you think is going to make it worth their while to vote on this issue? The teachers, right? The reason for such an in-balance in votes is because the vast majority of people are either indifferent or feel it will not adversely affect them. The same is true for the issue of the ID. IMO, the vast majority of PC users feel this is a non-issue and will accept the product. That's how, I feel at least. Only time will prove if I am right. As for your announcement of the Gateway-AMD K6-3 product, it will be good for the AMD ego's and a pop for AMD stock. But the real issue is not who is selling AMD chips, but in which market segment they are being targeted. The key issue is segmentation. You realize that with the introduction of the K6-3 AMD will face the same problem Intel has faced for a long time, and that is cannibalization of one product from another. AMD's hope is to make sure the K6-2 competes in the entry level PC segment and the K6-3 competes in the middle segment against the PIII. I think that part of the delay in the K6-3 is their attempt to create enough difference in the two products such that cannibalization does not occur. If they succeed great for AMD, otherwise the competitive landscape of the CPU market between Intel and AMD will be little changed by this announcement. BTW, since Gateway has not announced an entry level system with AMD's K6-2, seems to me that the Gateway-K6-3 system may be such a system. Not good for AMD, IMO. Again we will have to wait and see. Good luck with your AMD. SK