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 37.81

-4.3%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: wanna_bmw who wrote (162913)	3/25/2002 7:22:05 PM
From: dale_laroy	of 186894

>2 years after AMD launches Hammer, they only expect it to transition to 50% of their total market. That must mean that Hammer based products for the mobile and value markets are still quite a way off.< AMD forced the transition to Athlon/Duron because K6-2 was no where near competitive with Coppermine. It wasn't even competitive with Celeron. This is not the case with Athlon versus P4. If Athlon XP can ramp in performance to match the P4 Celeron, AMD will have little incentive to deliberately migrate Clawhammer into the value segment. In this case, AMD's mix of ThoroughbredS and 90nm Clawhammer processors at the end of 2004 would probably resemble the current mix of Athlon and Duron processors. If however, Athlon XP can not keep up with the performance of P4 Celeron, AMD will have little choice but to migrate Clawhammer into the value segment, and will probably reach 80% conversion by mid-2004. My guess is that, without increasing the number of layers of metalization for ThoroughbredS, Athlon XP will not be able to keep pace with the P4 Celeron.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next