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Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%Dec 3 3:59 PM EST
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To: Joe NYC who wrote (115345)10/31/2000 12:31:47 PM
From: Tony Viola  Read Replies (1) of 186894
 
Joe, >Here's a great present, AMD -- from your good friend, Intel. The microprocessor king is forfeiting the mainstream desktop GHz clock race to its closest competitor for the next nine months -- until Intel fields its own comparable speed-grade desktop processors in mid-2001.

From what Otellini was quoted as saying in a JP Morgan report that Albert posted, P4 may ramp fast enough to make that "forfeiting" word look stupid:

Mr. Otellini said that Intel's confidence in P4 and
its ability to ramp to volume production naturally has increased as the
launch date has gotten closer. P4 will not be narrowly targeted at
workstations and servers like the Pentium Pro back in 1995. Mr. Otellini
was rather frank about the die size issue: The PC market is not as strong
as Intel had expected, which frees up some capacity to ramp P4 faster. In
effect, Intel has committed to fixed manufacturing costs, which means that
using the capacity to make more P4s is "free" compared with not using the
capacity at all. On the infrastructure side, Intel is comfortable with
both availability and cost and sees no "volume limiters."

Being Intel, P4 volumes may still give them the volume X GHz factor award (multiply P4s X GHz shipped at, compared with Athlons X GHz shipped at). We shall see.

Tony
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