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Technology Stocks : Intel Corporation (INTC)
INTC 51.13+5.9%1:28 PM EST
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To: David Taylor who wrote (22967)5/27/1997 10:50:00 PM
From: Aaron Cooperband   of 186894
 
David -

Re: "It would be interesting to compare in Q4 an AMD-K6-300 with a 100 Mhz 2 Meg L2 cache and 100 Mhz SDRAM and AGP against what Intel will be providing at that time."

As I remember, each time Intel has come out with its next generation chip the previous generation has looked extremely competitive (if not superior) for a short period of time. Newspapers have a field day putting down the new chip and money managers dump the stock, believing the stories that Intel has lost their leadership. Then with Intel's release of better next generation chips, they become more competitive and displace the previous generation.

The scenario you present - that the 100MHz chip set with socket 7 CPUs may outperform the P-II - follows the same pattern. Assuming that the P-II has a higher maximum achievable performance than the Pentium MMX/K6, I see no reason why the market won't eventually migrate to that chip.

In addition, your statement implies that the 100MHz chipset will only help AMD's cause. Is this true, or can Intel machines use the chips as well? Boxmakers have been reluctant to jump into AMD's K6 camp, and if the 100MHz chipset will work with Pentium MMX, then they will continue to have no incentive to do so.

Aaron
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