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: Jim McMannis who wrote (55221)	4/12/1999 12:30:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 1572713

Jim, Re: The K6 was answered with P-II where as the K6 was compared to the Pentium That was not what the street said back to the day it was released. It was compared with PII. Or should I said, what it was hyped about. Until we see the real thing in action, all these are just, guess. >Meanwhile AMD stock holds up today and Intel is trashed. So if I want to buy, should I go for AMD which holds up or Intel which is trashed ? BTW, I thought you double your INTC just below 130 ? Gary

To: Jim McMannis who wrote (55221)	4/12/1999 12:32:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1572713

Jim, Coppermine at 600 on .18u and K7 at 600 on .25 doesn't give Intel their usual distance ahead. This is true. But the real trouble for Intel lies ahead, because: 1. K7 is a brand new design which undoubtably has lots of low hanging fruit for speedpath enhancement. If they can ramp the MHz at the same rate as the K6 ramp, they will hit 1GHz in 0.25u in a year. 2. 0.18u and copper offer additional potential for MHz improvement. 3. The FPU performance of K7 is probably better than Coppermine. Scumbria