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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: Jim McMannis who wrote (86129)7/25/1999 2:45:00 PM
From: Elmer  Read Replies (3) of 186894
 
Re: "Intel knows there is a big gun aimed at them (K7). More powerful than anything they have and will have for at least a year. "

I think you are painting much too gloomy a picture here. The information I have is that Coppermine will fully match the K7 in integer and pull to within a few % on FP (3-4% maybe). The .18u process will be online sooner than your worst case expectations. Whether or not AMD can manufacture 600MHz remains to be seen. We still haven't seen ANY K7s as yet despite the long promised June rollout. Remember the Dresden Fab Manager "quit" and the President "quit" within days of each other. Is that what you'd expect from key players who were about to see all their efforts of the last few years finally come to a triumphant crescendo?

EP
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