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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%Nov 25 3:59 PM EST

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To: Paul Engel who wrote (107324)8/11/2000 11:10:02 AM
From: Dan3  Read Replies (3) of 186894
 
Re: AMD has a history of making a good run at catching up to Intel, only to be left behind once Intel gets its engines revved up...

per pricewatch: 1 GHz classic $769: 1 GHz Tbird $659: The price is supposed to drop to $470 next week - Why?

AMD is calling Intel's bluff. GHZ CPUs are going to become moderately priced, midrange chips.

Even after the latest shrink, Intel cannot produce chips faster than 933MHZ in any significant volume. Even the 933 requires cooling to below the temperature of other PIII models. (see page 51 of)
developer.intel.com

That's why "business" systems from OEMs using Intel chips can't run faster than 866MHZ. In terms of system stress, 866 from Intel is the same as 1GHZ or higher from AMD.

AMD will ship close to a million GHZ and higher chips in Q3, and 3 to 5 million in Q4. Chips running below 1GHZ will either be sold cheap or not at all. Don't forget that the majority of the total profits earned selling CPUs come from the top few speed ranges. Intel will hang on to a chunk of that market and its profits, but it may not be a big chunk.

Dan
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