Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Paul Engel who wrote (103972)	6/5/2000 2:29:00 PM
From: NITT	Read Replies (1) of 186894

re: "It appears that AMD's architecture has run out of steam" Not sure if what appears to be panning out is pure genius or pure luck for Intel, but now that AMD is chasing Intel's cache integration they will burn up much needed capacity with what appears to be little performance gain. Intel is bringing on many new fabs (some retrofitted), while AMD is still trying to get their first big one ever online. Intel's move to up the cache ante a year ago and ramp PIII to the masses may have had a short term $ hit, but long term (like next 6 to 18 mos) Intel investors may be dancing in the streets as Intel holds a lead on the low end with the current microarchitecture (and shrinks of it) and brings Itanium and the new 32 bit Willamette to market. AMD will need to put at least another $2B into a new fab beginning today to just stay where they are... has that announcement been made? Nitt

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