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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: wwmd who wrote (10217)	2/26/1999 5:45:00 PM
From: Tony B	Read Replies (2) \| Respond to of 56535

wwmd - AMD - I have this issue on my watch list, but I won't touch it until it gets back to the 15s or below. They have a good product, that they can't seem to make money on. They are a perfect example of a badly run company. Of course you wouldn't expect much from Intel's competitor, but you would expect them to have a well-run company to milk every possible penny out of their small sales. AMD can't cut it. When the K7 comes out, they'll get a slight boost, but I wouldn't expect much. The K6-3 seems to be a disappointment according to reviews (I didn't get to finish Tom's). The only thing hurting Intel is the idiotic serial numbers on the PIIIs (which someone already figured out how to turn on over the net). For that reason alone, I know many that would buy AMD over Intel (myself included). However, I would take a Celeron 300a (oc'ed to 450) over anything out there. Cheap and fast. Perfect. In other words, I'd avoid them like the plague for now. But that's just MHO... llater, Tony B

To: wwmd who wrote (10217)	3/1/1999 10:17:00 AM
From: Tony B	Read Replies (1) \| Respond to of 56535

wwmd - AMD - Finally finished up Tom's review of K6-3 and PIII. Definitely a good read. www4.tomshardware.com Although, this won't have much effect on AMD or Intel, because every comparison always seems to come out the same. While AMD might have a better chip in some cases, it has almost no software support (3D-Now!) and doesn't seem to care. They never market themselves highly, so Intel gets all the press. For them to even begin to make something of themselves, they would either need to absolutely blow away Intel in a performance comparison (will never happen) or fire all their management and completely revise their objectives and decisions (also, will probably never happen). Until one of these things occur, their stock price will be stuck in the range it has been in for the past 5 years. llater, Tony B