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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: Joe NYC who wrote (128193)2/23/2001 5:28:08 PM
From: Ali Chen  Read Replies (2) of 186894
 
"Twice the size of K7"

Joe, I really think that the P4 size does not matter.
Since the P4 is at the top MHz-wise, and the P-III
will be really small on 0.13, Intel will be even in
better position than before. They can do the same
trick as with subsidizing Celerons. As soon as P4
will be more or less established in the mainstream,
Intel will price P-III at $30-$40 a piece, and undercut
any AMD offerings. There will be big problems for AMD,
IMO.
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