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: Paul Engel who wrote (54550)	4/7/1999 2:25:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1570940

Paul, Where do you get this idea? Intel's IA-32 program is about 1 year behind K7. Everyone I have talked to at Intel describes this as being a failure of management. Scumbria

To: Paul Engel who wrote (54550)	4/7/1999 7:17:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 1570940

Paul, Scumbria, Dumbmoney : P7 Could you imagine if Willamette was slated to come out this summer? AMD would be dead, dead, dead, as .18 is reportedly about ready to go. I confess to having submitted to the fantasy of the above scenario. As far as this being a failure of management; while they have been "failing" they achieved record revenues last quarter. And while they are "failing", they are developing an extremely strategic and complex architecture (IA64), because, I believe, they are looking toward the future. And dumbmoney, I would be willing to bet you IA64 pays off for Intel quite handsomely. I plan on working a few more years before I reach Intel's "rule of 75" optional early retirement guideline. Even after I retire, I will probably have a substantial INTC investment. I personally feel extremely fortunate to work for a company that has the luxury of investing in the future. I could be working for a company that has to make dubious process engineering decisions (2.2Vcc to 2.4Vcc), and has to swing for the fences(Cu @.18 in 99-00) just to stay in business. And along the way I'm getting all my raises, nice bonuses, and my retirement investment is more than sound and outperforms the S&P. And at least in my case, get to work in an extremely competitive and technically satisfying environment. And Scumbria, I believe that if Intel hadn't been around, You'd probably be sitting in front of a $2,500 Mac as you lower end system. PB