Intel Corporation (INTC) Message Board

STOCKTALK

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. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joseph Pareti who wrote (147421)	11/11/2001 2:42:20 PM
From: Paul Engel	of 186894

Joe - Re: "while hammer will better address the x86 installed basis needs and provide a performance boon to the 2P-4P midrange customers". ..Aside from the obvious question "when will it ship", the argument seems interesting. Besides, Meier is probably the best guy they've got. What do you think ? The ClodHamster ewil be 2-way only - and it isn't due until late next year. The SludgePumper - supposedly 2,4 and 8-way - won't be out until some time in 2003. Ergo, AMD is pitting the Hamsters up against Intel's 32 bit processors - for desktops and servers. Effectively, AMD is saying that whatever markets Intel's IA64 is positioned in, AMD WILL NOT CONTEST THOSE MARKETS. The reality is that Intel offers CPUS from hand held PDAs to desktops to mobiles to servers to 64 bit servers - COMPLETE Soup-to-Nuts one-stop-shopping. AMD will offer unproven, unstable, low cost alternatives. And there are a few customers who gloat on the "low cost" issue - to the detriment of stability. AMD's near complete failure with their AthWiper MP solution will be reproduced with the hamsters. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next