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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

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Dec 9 3:59 PM EST

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To: dale_laroy who wrote (162441)	3/18/2002 12:11:15 PM
From: Tony Viola	Read Replies (1) of 186894

One potential for AMD would be to reposition Clawhammer as a value segment processor, versus Celeron P4, while disabling the extra HTT link(s) of Sledgehammer to create a new desktop processor for the high end at 90nm. Such a processor, with 1MB of L2 cache and dual DDR SDRAM memory controllers, would be quite a match for Prescott. Dale, that's quite a pessimistic view, for you to be already lowering your expectations for Clawhammer to be that of a Celeron P4 competitor, and requiring Sledgehammmer (which is later than Clawhammer, isn't it?) to compete with Prescott. Tony

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