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

To: Charles R who wrote (58456)	5/17/1999 5:18:00 PM
From: RDM	Read Replies (1) \| Respond to of 1575328

<The FP performance is rumored to be at least two speed grades better than PIII for most applications> You words are consistent with what gossip I trust. The speedup action in the K7 is in the FPU and Multimedia processor. I believe that k7 will be 20% faster than PIII clock for clock using Specfp95 benchmark and nearly 30-40% with optimized compile. Coppermine may be faster than PIII in FPU I do not have any estimates about this. I have been waiting for $70 to sell some Intel, but I may have a long wait if Intel chooses to over-react with pricing vs. gross margins against AMD.

To: Charles R who wrote (58456)	5/17/1999 5:43:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1575328

AMD enthusiasts, Took time to go back and read Dan Niles report again - more carefully this time. He, for the first time that I can remember, is saying AMD is a viable alternative to Intel in CPU business. He seems to suggest that this business is getting bloody and the players may be in for a tough time (and that concerns me about my INTC holdings) and is generally recommending a sector sell-off. However, his tone seems to suggest that AMD upgrade is around the corner. This is my OPINION. Chuck

To: Charles R who wrote (58456)	5/17/1999 9:44:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1575328

Chuckie - Re: "I am almost ready to dump my INTC if there is no major info coming out from Intel managment or if I feel a bit warmer about AMD's production side. Well, I should take that up on the INTC board..." Better DUMP your Intel tomorrow at the Opening Bell ! I'm Serious ! This K7 looks like a real Intel KILLER ! Every leaked benchmark suggests it TROUNCES Intel's best. Sell your Intel - before Intel files Chapter 11 - maybe as early as tomorrow afternoon. Paul