SI
SI
discoversearch

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.  For example, here is how to disable FireFox ad content blocking while on Silicon Investor.

   Technology StocksIntel: INTC versus AMD and other chip makers


Previous 10 Next 10 
To: Kashish King who wrote ()3/15/1997 1:13:00 PM
From: linda k
   of 43
 
Rod, there's a terrible misunderstanding with your response to
Gary Ng. The "Andy Grove" comment originated from

techstocks.com

and not from Gary Ng

I can see how you may have come to the wrong conclusion, but
honestly, you flamed the wrong person.

--LK

Share RecommendKeepReplyMark as Last Read


To: linda k who wrote (33)3/16/1997 10:13:00 AM
From: Quonnie
   of 43
 
At our computer meeting this past Wed, four of our members announced that there is a flaw in the 200 mhz MMX chip. Has any one heard this and if so is there anything written up on this flaw? I asked what the flaw did and the answer was that it is mainly running games. The screen freezes up. I have tried to do research on this in various publications and can not come up with anything. Can someone shed some light on this problems. Might be a very bad rumor. Thanks Norm slowskan@snet.net

Share RecommendKeepReplyMark as Last Read


To: jmac who wrote ()3/16/1997 8:20:00 PM
From: Sophia Ashley
   of 43
 
TO ALL:

Digital Equipment Making Chips To Challenge Intel >DEC INTC

Dow Jones News Service ~ March 16, 1997 ~ 5:00 pm EST

NEW YORK (Dow Jones)--Digital Equipment Corp. (DEC) Monday is introducing a new microprocessor chip that can double the performance of personal computers, posing a challenge to widely used Pentium chips from Intel Corp. (INTC).

Digital said that PCs running its new-version Alpha chips will start at under $2,600 - comparable to Pentium-based machines.

Digital is aiming its new microprocessor at corporate desktop PCs that run on Microsoft's Windows NT operating system. Currently, the Maynard, Mass.-based company's Alpha microprocessors are the ''brains'' in more powerful business computers.

Manufacturers that plan to build PCs with the new chips beginning in July are Digital, which already makes Intel-based PCs; Germany-based Vobis Microcomputer AG; and Enorex Microsystems Inc., a New Jersey company started six months ago in anticipation of the new Alpha chip.

Digital hopes that other makers will follow, fueled by an increasing availability of software. Currently, nearly one-third of the roughly 6,000 software programs designed for Pentium-based machines using the Windows NT operating system also can run on Alpha-based PCs, Digital said.

Other software can be run in ''emulation'' programs, which allow the chip to run software not written for it but reduces the program's speed.

Pippa Jollie, marketing manager for the Alpha 21164PC microprocessor, said that Alpha-based PCs would be particularly useful running graphics-heavy programs. For example, graphics would appear crisper and can be created more quickly.

Still, some analysts said Digital would have work hard to gain PC market share from Intel. Many PC makers may be hesitant to upset their main supplier of chips, and Intel has created brand loyalty among users with its ''Intel Inside'' marketing campaign.

''This is going to be the year Intel gets some serious challenges. But there is more to winning a technology war than just getting the technology. Intel has a lot of market muscle,'' said Daniel Niles, a semiconductor industry analyst at Robertson Stephens & Co., based in San Francisco.

An Intel spokesman acknowledged the threat.

''There are a lot of competitors out there. Like any other competitor, we will take them seriously,'' said Chuck Mulloy, a spokesman for Intel, based in Santa Clara, Calif.

(END) DOW JONES NEWS 03-16-97

5:00 PM

<Picture>

Company Symbols: DEC INTC

Subject Codes: I/CPM I/CPR I/SEM N/DJN N/DJWI N/PDT N/WEI M/TEC P/DCO P/DSE R/CA R/MA R/NME R/PRM R/US R/USE R/USW

<Picture: [Headlines]><Picture: [Next]>

Headlines

Next Story

<Picture: thin rule><Picture>DOSSIER MENU | REFERENCES IN BARRON'S | LATEST NEWS

Share RecommendKeepReplyMark as Last Read


To: Sophia Ashley who wrote (35)3/16/1997 8:44:00 PM
From: jmac
   of 43
 
MOre good news, can't wait until the market opens tomorrow!

Share RecommendKeepReplyMark as Last Read


To: JDN who wrote (32)3/17/1997 11:30:00 AM
From: T. Pascal
   of 43
 
&lt;&lt;I think you must have lost a lot of money in Techs to be so bitter. Calm down, you got a lot more years left to lose money.&gt;&gt;

Well, check out my portfolio:

geocities.com

Share RecommendKeepReplyMark as Last Read


To: Neal Glunn who wrote (1)4/4/1997 7:15:00 PM
From: IQBAL LATIF
   of 43
 
AMD IS NO MATCH TO INTEL. ALL THIS FUSS OF AMD TAKING MARKET SHARE FROM INTEL WILL COME TO NAUGHT AS INTEL COMES UP WITH NEXT AFTER NEXT GENERATION OF PENTIUM. MAY BE K-6 HAS SOME EDGE OVER PENTIUM PRO, HOWEVER INTEL BILLIONS IN R&D WOULD DEMOLISH AMD.READ THE FOLLOWING FROM BARRONS;

Unfortunately, even if AMD succeeds in selling K6, and gets new customers, and retains old customers, and even doubles its current share of the microprocessor market to about 15% or so--even if all that happens, AMD still won't shake Intel's hold on the architecture of the personal computer.

Why? Basically, Intel's just too far ahead to be challenged. Intel has another generation to come after the Pentium Pro, and another one after that. So even if Intel did mess up the Pentium Pro--at this point it's too early to tell--and even if it turns out the company shouldn't have changed sockets for Pentium II, Intel will use its billions and billions of dollars to get things right with the next generation of microprocessors. And the big computer manufacturers, which rely on Intel for the overwhelming majority of their processor chips, will give their major partner plenty of time and will work with Intel as they plan future generations of chips and PCs. AMD will be back where it started, a little chip company trailing behind in Intel's wake.

AMD will have served to shake Intel up a bit, perhaps making it a little more humble about how well it understands its customers. AMD will have sold a few hundred million or even a few billion dollars' worth of microprocessors and made its shareholders happy for a while. AMD will have given chip analysts and columnists something to write about. But Intel will still be king of the hill.

Unless, of course, AMD can do it twice in a row. It will beat Intel to market with a single-chip version of a Pentium Pro-type chip. If it can do the same with K7, its alternative to Intel's next-generation chip (code-named Merced, or P7), maybe people will start taking AMD seriously. Maybe AMD can get between 20% and 30% of the market. Maybe then computer companies will begin to think of AMD as a junior partner, the alternative to Intel they've always wanted. If that happens, watch out! Hey, who knows? Maybe I'll have to write another column about it!

------------------------------------------------------------------------

STEWART ALSOP is a partner with New Enterprise Associates, a venture capital firm. Neither he nor his partnership has financial interests in the companies mentioned. Alsop may be reached at stewart_alsop@fortunemail.com

Share RecommendKeepReplyMark as Last Read


To: Tony Viola who wrote (8)7/4/1997 7:38:00 AM
From: PMG
   of 43
 
re: "Intel" - based NCs...

It's so great how you Intel-fans always make my day!

Tony, first, they are not going to make hardware themselves as it reads clearly in the article.

Second, the use "Intel" synonymously to x86 which is common usage like in "Wintel". They mean Intel in contrast to RISC machines. Not in contrast to the non existent competition in the x86 market.

Hmmm, how about this one? :-)))

Regards,
PMG

Share RecommendKeepReplyMark as Last Read


To: Gary who wrote (13)7/4/1997 7:49:00 AM
From: PMG
   of 43
 
Gary,

re: ...From making CPU's for PC, to making CPU's/graphics chips/motherboards/systems for
the workstation and business computers (where
the margins and revenue are)


the highest margins in hardware are in cpu biz,
not were you point to. Ask your local pc shop,
your distributor, your m/b manufacturer or ask
dataquest. Think about investing in mutual funds,
there are many decent ones!

PMG

Share RecommendKeepReplyMark as Last Read


To: Gary who wrote (4)1/30/1998 3:01:00 PM
From: Jean M. Gauthier
   of 43
 
Question:

Should I buy AMD or SEG [SeaGate] ???

I am thinking of selling my AMD at a substantial loss [$ 20 a share Loss]
and buying SEG which has gone down by the same amount or so ....

I think that while HDD are cyclical, that SEG as market leader
has a better chance of going up the slope...

What do you guys think...

Let me know
Take care
Jean

Share RecommendKeepReplyMark as Last Read


To: jmac who wrote ()7/24/1998 2:24:00 AM
From: James1000
   of 43
 
Intel will probably always dominate the processor market, but the fact remains that the CPU is just another part in a computer. Someday,
some other big companies like Digital will move to the processor market as other PC/PC part profit margins shrink. And unlike other companies like AMD and Cyrix who try to keep just one step behind or even in step with Intel, it is possible that they could be one step ahead of Intel, yet still have good prices. This will definitely hurt Intel's market.

Also, since software is not advancing half as fast as CPUs, chip sales will continue to slow their gain. My Pentium imitation 166Mhz cyrix MMX processor never has any lack of speed. I would have bought an AMD, but the place I buy from was all out. As much as I like Intel and their products, the competition offers better value in the low and medium end of the market and may soon be better values in the upper end.

After the competition started I sold Intel at $98, at least I would have except I couldn't because of problems due to relatives (don't ask).

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10