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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Tony Viola who wrote (125214)	1/17/2001 11:24:17 AM
From: Andrew Shih	Read Replies (1) of 186894

TV, But on 0.13 micron, isn't the P4 still a lot bigger than a P3 on 0.18 micron? Add in 300 mm, and costs for P4 may start to approach P3. Basically, .13 micron and 300 mm are necessary for the P4 to be cost competitive. It's a good thing that Intel has lots of cash. In a year's time, I suspect that Intel will go from around 83% marketshare down to around 75%. I just don't see the Celeron and P3 being all that competitive on the desktop in a year, and AMD should have grabbed a small percentage of the mobile market by then. The key for Intel in 2001 will probably be the introduction of a SDRAM (or DDR) chipset for P4. Using SDRAM, the P4 is probably a LOT slower than w/ Rambus. DDR, however, should be a decent solution. -Andrew

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