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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: Paul Engel who wrote (117802)	11/14/2000 11:23:05 PM
From: Elmer	Read Replies (1) of 186894

Re: "I guess we'll refer to these "phony pony" chips as Geldings !" Intel started shipping processors with 150+ million transistors a couple of years ago. First on a .25u process with HP's Intel fabed CPUs, followed by Intel's own Xeons with 1 & 2Meg L2 cache moving to .18u technology. AMD has never broken the 256K cache barrier and now we have them essentially giving up on Must-tank and throwing in the towel. Meanwhile SMP doesn't work either. They're praying that they can get 2-way SMP working by next summer(that'll be 2 years since they had it working in the lab) but only with dumbed down 256K L2 Palomino's. That will catch them up with where Intel was about 5 years ago, architecturally speaking. AMD has never shipped a device that was SMP capable and the way things are going maybe they never will. Will someone remind us why AMD's bus architecture is so superior? EP

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