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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Process Boy who wrote (89384)	10/4/1999 12:09:00 AM
From: Charles R	Read Replies (2) of 186894

PB, <I don't believe at all that K7 is a runaway "seventh generation processor". It will probably be extremely close to Intel's products based on a 5 year old core.> There is no reason to "believe". The data is there. There are plenty of bechmarks out there that show how far ahead Athlon is. Intel and a whole bunch of Intel enthusiasts are generating excitment about CuMine, which they should, but CuMine is just a PIII with additional cache. It is easy to add a cache - building a new core is tough (just ask the Wilamette folks). Athlons with built in L2 caches (or larger L1 caches) will proliferate quickly. What matters at the end of the day is who is shipping what at a given point in time. Right now, the leader by a good margin is AMD. When CuMine starts showing up in the channel we can see who has what. As for futures, Microprocessor Forum is going to shed some light on that. Chuck

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