Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

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3:59 PM EST

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To: Dan3 who wrote (104255)	6/8/2000 8:54:00 PM
From: jim kelley	Read Replies (1) of 186894

Anything is possible during these major product transitions. It is possible that AMD's own product introductions and transitions may hit major bumps in the road. Even though AMD's product transitions are less aggressive than Intel's they are still highly dependent on third parties. If Intel completes the upgrade of it drivers to fully utilize the streaming features of RDRAM the new Athlon's may lose many benchmarks to the older P-III. That will put Intel at a distinct advantage in Q4 from a cost performance viewpoint. If those new drivers are used with Willamette + RDRAM, I'll wager that Willy will dominate T-Bird. Lots of things can happen between now and then. JK

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