Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer who wrote (125345)	1/18/2001 12:20:58 AM
From: Andrew Shih	Read Replies (2) of 186894

Re: "AMD will need .13u to catch Intel's .18u process in terms of performance" Would you agree that a 1.2 Ghz Athlon DDR is relatively similar to a 1.5 Ghz P4 in performance? Would you agree that a 1.5 Ghz Athlon DDR is similar to a 2.0 Ghz P4 in performance? In 9 months, the P4 may very well be shipping at 2 Ghz. AMD, however, is slated to be at 1.5 Ghz + in the same time frame. I believe that the most important drawback to the P4 is it's large size. Intel will need .13u to catch AMD's .18u process in terms of CPUs/wafer. Heck, it'll need 300 mm and .13u to match it's own P3 manufacturing capabilities. Of course, the other important drawback is the P4's marriage to RDRAM. Does anyone truly believe that 40 million+ RDRAM modules will be produced this year? That is what's needed just for P4 targets alone. Of course, Intel should have SDRAM support in around 6 months. That will help the cost side of the equation, but how about performance? Dual-channel RDRAM is actually not bad. SDRAM support will be a giant leap backwards in performance. -Andrew

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next