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Technology Stocks : Intel Corporation (INTC)
INTC 39.99-3.4%3:00 PM EST
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To: milo_morai who wrote (165652)6/3/2002 12:57:31 AM
From: Joey Smith  Read Replies (2) of 186894
 
2.5G P4s now on Pricewatch, along with more pages of 2.4G chips. AMD now 800+ MHz behind Intel! Seems like Intel can release higher speeds whenever they want to, but AMD is no longer providing Intel with any MHz competition, so the pace is slowing down a bit. AMD will only get to 2G by the end of the year, if Clawhammer is on time (a big IF). Looks like AMD will have to pay the big marketing bucks to convince consumers that a 2G chip is better than a 3G chip, or that 64 bit addressing is needed on the desktop. Meanwhile, Intel will have the scale, capacity, and smaller die size to drive ASPs lower while still increasing margins (& probaly share) I increasingly like Intel's competitive position over AMD's.

Joey
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