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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%3:59 PM EST
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To: Process Boy who wrote (85894)7/17/1999 3:08:00 PM
From: Charles R  Read Replies (3) of 186894
 
PB,

<<"Intel is looking at being 1 to 2 speed grades behind AMD by the time the year is over.">
You assume much. >

I ain't assuming anything. I am just pointing to a possibility.

Without contribution form Wilamette, Intel has a tough road ahead for the next year or so. K7 is doing serious kickbutt in benchmarks even with 1/2 speed cache and without the optimization for the new instructions. SSE doesn't help too much because the game guys who are very familiar with SSE are saying that PIII with SSE is no match for Athlon.

And, for what it is worth, AMD is talking about revenue producing 180nm Athlons in Q4 just about the same time as CuMine introduction. The does not seem too favorable to the much vaunted Intel's process technology.

One can take AMDs ability to execute with a grain of salt but man, that ain't strategy, that is just hoping that competition would continue to flounder.

Chuck
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