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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.3%Nov 28 12:59 PM EST

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To: Elmer who wrote (125345)1/18/2001 12:41:02 AM
From: Joe NYC  Read Replies (1) of 186894
 
Elmer,

however they have some problems looming on the horizon. Their own .13 process has been pushed out by about a year.

I am not quite sure what the original target for AMD's .13u was, but according to CC transcript, it is supposed to arrive in Q4 2001, which seems like only 2 quarters behind Intel, if Q2 2001 is still the target for Intel.

Intel may have a lead, but with limited capacity, which will most likely be used up by laptops, where AMD has not been competitive. So Intel may temporarily increase their lead in area where they pretty much own 100% of the market already.

As far as AMD's vs. Intel's .13u process, it's way too early to speculate, since neither has sold any production parts.

As far as the .18u process, let's stick to what we have now:
P3 at 1 GHz
Athlon at 1.2 GHz
P4 at 1.5 GHz.
We can re-evaluate in the future. The claims of 1.7 GHz by AMD or 2 GHz by Intel may or may not come true. Remember the 1 or 2 speed grades beyond 1 GHz Piii, or the 1.5 GHz Palomino claim for January.

Joe
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