It is oversold! This year's tourists' vacational
the summer is abnormally strong due to
Earning release is on 8/16.
Very few floating shares available.
is the strongest season in company's history.
Although dealers and distributors have been able
to buy Intel's .25 micron 600MHz part and the 500MHz
Celeron for some weeks, as reported here, the big guns
will roll out their versions tomorrow.
Intel PIII/600 for sale: applies price fork to AMD)
Compaq will introduce 600MHz Pentium III versions of the
AP200 and AP400 workstations tomorrow. Intel's choice
of 2 August is to coincide with the annual graphics
and workstation shindig called Siggraph.
move is part of Intel's desire and need to whip up as
much interest in the Pentium III as possible in a bid
to queer AMD's K7 Athlon pitch.
already producing the 600MHz Pentium III at .25 micron in
quantity and offered the part to its dealers early so that
they could also offer PCs at corporate launch-time.
Again, as reported here, Intel made pre-emptive price
moves on its PIII processors two weeks ago to further
pressure its would-be rival.
ATHLON: Fight the Pentium III
The results of
the Sysmark test
Sysmark 98,1,0 (1) Athlon 600
PIII 600 PIII 550
SysmarkRating 252 229 212
OfficeProductivity 242 229 212
Content Creation 266 229 213
Run1=Bryce�2 294 239 215
8.0 275 249 230
Run3=Elastic Reality�3.1 249 229
Run4=Excel 97 217 211 195
3D(TM) 2 279 230 215
227 218 204
Run7=Netscape�4.05 211 209 195
Run8=OmniPage pro�8.0 265 233 216
Run9=Paradox�8.0 235 230
Run10=Photoshop�4.0.1 232 218 209
Run11=PowerPoint�97 235 229 211
Run12=Premiere�4.2 268 243 232
Run13=Word 97 269 253 232
Encoder 2.1 270 223 205
Coppermine (not real copper, but
Merced (64 bits):
LATE. Who will have the SW to run on 64
Yes, you will smell the coffee on Monday, because,
Athlon will be Intel worst nightmare, AMD even has a
Take a look at the after hours quotes. Does it
seem to the rest of you today that the action after
hours often is indicative of what will happen in the
market the next day?
Could that hold true here?
Cut and paste this or retype it in your browser to
the way, the link is free INTC investors!!!!
As I pointed out in my posts
K6's K7 are all at the same generation of
If you compare PII's PIII's K6's K7 the performance
difference were all at the same ORDER of magnitude.
design architecture were only slightly
AMD didn't deliver on the latest tech.
should compare 486's to Pentiums or K6 K7, now that's a
K7 and K6 or PII's and PIII's are
the 32 bits don't have much more
room to grow.
Intel already have chips better
than AMD, but they are unwilling to release those
without a. a near perfect production yield and
want to squeeze more profit out of the current
the next step forward is the 64 bit architecture. We
all know that Intel has the Merced in place. That's
the first step in the leap. Once that step is reach
anymore subsequent steps are much more faster and easier
Just like Pentium from 486 and
look at how fast it goes from Pentium to
Right now AMD is still trying to squeeze anything out
They don't have anything at the 64 bit
front what so ever.
Their late start WILL cost them
dearly, assuming that they even survived that
Try think back to the 486 era, AMD and cyrix both
produced better 486's then Intel, but then Intel came out
with Pentium and AMD, cyrix were too slow to react and
have been playing catch up till now.
even if K7 is a success it will be shortlived as the
technology leap to the next generation.
Wake up and
smell the coffee.
I am getting pretty sick of
As an investor you are free to
speculate and take chances.
But AMD is a company and
they should think more clearly and planned with more
Give me the link, it is late on every product
And while "Intel is exploring both options". AMD
already delivers, look at the latest benchmark, INTEL is