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


To: Time Traveler who wrote (50914)2/25/1999 12:29:00 AM
From: RDM  Read Replies (1) | Respond to of 1571398
 
I do not think Intel is an evil empire. I do not blame them for charging a lot for their parts. We investors can use the profits to provide us with life's little nicities. I think they were foolish to get involved in security, it may be their Vietnam resulting in no way to get out..

They have always had process excellence. While their circuit design may improved some in the recent years, it is still short of excellent, or leadership quality. They have excellent transistors, better than AMD, which is why they have competitive speed paths. These transistors were put there by process excellence.

I believe that success in investing for me is buying low and selling high. This means buying when some are anxious to sell and selling when others are saying this is silly. My take is that Intel at $143 is a candidate for selling a little and AMD at $18 is a candidate for buying a little. I own both, but a minor "re-weighting" may be in order if someone is eager buyers of Intel run the price back up to the years high after the FEB 28 rollout of Pentium III.



To: Time Traveler who wrote (50914)2/25/1999 12:44:00 AM
From: Scumbria  Read Replies (1) | Respond to of 1571398
 
Time Traveller,

Intel's circuit design is superior to AMD.

I see no evidence to back your statement up. K6-2 runs at the same MHz as PII.

There is no way to infer anything about the circuit design without actually seeing it.

Scumbria



To: Time Traveler who wrote (50914)2/25/1999 12:46:00 AM
From: RDM  Read Replies (2) | Respond to of 1571398
 
Comparing the Pentium III 500 Mhz vs K6-3 450 Mhz

P-III K6-III
Price $710/$510 $376
Performance within 2% P-III(500) and K6-III(450) are equal
Mhz 500/450 450



To: Time Traveler who wrote (50914)2/25/1999 2:14:00 AM
From: Tenchusatsu  Respond to of 1571398
 
Hey Time Traveler,

I picked up a fairly recent issue of Microprocessor Report, and in it, there was an article on the design of a DSP. I forget which one, and I didn't have much time (or energy) to read it in detail. But what I did see was how the DSP's architecture didn't look too different from a regular microprocessor's.

So I guess I was wrong when I said that a DSP is way too different to integrate in a microprocessor. I'll try and learn more about DSPs when I have the time.

Tenchusatsu