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: d e conway who wrote (58126)	5/14/1999 11:21:00 AM
From: Gary Ng	Read Replies (1) \| Respond to of 1572207

de conway, Re: The question is, how long can chipzilla stay on that "one born every minute" perch? Longer than AMD can hang on is enough :-) Gary

To: d e conway who wrote (58126)	5/14/1999 1:30:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1572207

de - Re: "how long can chipzilla stay on that "one born every minute" perch?" As long as they provide a superior product than their competition does. Corporate customers pay Intel prices because Intel doesn't have quarterly f*ck ups in yields and product delivery and speed glitches. Paul

To: d e conway who wrote (58126)	5/14/1999 1:53:00 PM
From: Process Boy	Respond to of 1572207

d e - < chipzilla's huge profitability still relies on corporate suckers covering their on-the-line arses and paying humongous prices for "Intel Inside" with minuscule (and increasingly less significant) performance differentials. > I am always fascinated that AMD'ers fail to grasp intricacies the market they are basing their hopes on with the K7. Are you anticipating the K7 competing with the PIII, or the Celeron? Do you anticipate the K7 bringing AMD back to profitability? Will corporate buyers be suckers for buying the K7 at the same price they can by a PIII at the same speed grade? I performance differentials are insignificant, why isn't the K6x or Cyrix parts banging it up in the Corporate space? I would not be calling the customers in the market you wish to enter "suckers". PB