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Technology Stocks : Intel Corporation (INTC)

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To: Tony Viola who wrote (128289)	2/25/2001 1:08:06 PM
From: Dan3	Read Replies (2) of 186894

Re: AMD's server efforts. Athlon's smaller cacheline length lets it store twice the number of unique locations per K of cache as Foster. Its 16-way architecture can cache twice as many pages with the same LSB - critical for applications with many threads. Intel seems to be backing away from the P4/Foster architecture. The most recent information shows from Taiwan suggests they are going back to P3/Tualatin. P4 seems to be not scaling, while PIII looks like it will eventually do very well on .13. Some first-tier motherboard makers pointed out that according to Intel’s planning, the Tualatin’s highest clock speed will reach 2GHz. However, the Pentium 4 will also cross the 2GHz mark at the end of 2001, although currently its highest clock speed only hits 1.5GHz. Moreover, both microprocessors will adopt the 0.13-micron process then. digitimes.com PIII is a better chip than P4, it looks like Intel began to accept that in December and is modifying its plans to go back to P3. Athlon can compete with PIII, but PIII is tougher competition for AMD than P4. Dan

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