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.

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

To: greg nus who wrote (50774)	2/23/1999 7:56:00 PM
From: Trey McAtee	Read Replies (4) \| Respond to of 1572442

ALL: a few thoughts... 1) why is ashok kumar so stupid? i remember this guy saying not too long ago (around the time celeron came out...during the interview he didnt even know the processors name<G>) that celeron would bury the K6. now, he is still saying the same thing. is it hereditary or what? 2) possible announcement by major PC OEM that K6 processors will be in a new line up of sub 1k computers (and its not GTW). 3) K6-3 going into low cost servers...its going to happen, and thats the higher margin business that AMD wants. imagine a powerful server with a K6-3 at the core, running linux and selling for less than 1500. 4) production problems...this is where i am still concerned. K6-3 is going to be winner, but can the company make it in volume cost effectively? i have played AMD for years...always loved it. its become crystal clear to me that buying below 20 is always a good decision. sanders isnt the brightest guy in the world ( a fact which he has proven on multiple occasions<G>), but the SOB is damn hard to get rid of, and by extension so is his company. good luck to all, trey