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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: maui_dude who wrote (146898)	11/6/2001 12:00:04 PM
From: Elmer	Read Replies (1) of 186894

I would appreciate some insight from a 'process' guy/girl on why AMD is able to do the hybrid process and Intel is not (or has not) ? If Intel were able to do that, wouldn't that have prevented the performance crown AMD got last year (briefly) with Athlon ? Not a process expert here but I do know something about manufacturing. I think it's a mistake to think Intel hasn't done this in the past. Perhaps I shouldn't say any more then just that the 1GHz P3s were not running on the same exact process as other versions. Intel is not in that position anymore. AMD is the desperate one. P4 is at 2GHz on the very first version with minimal cache and optimizations. Compare that to the original K7. Athlon is now on it's third version. How much better does Athlon perform clock for clock compared to the original? Northwood is near release and Intel just doesn't need to take desperate measures to remain competitive. Regarding .09u gates, I think there will need to be a new generation of equipment to achieve this. EP

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