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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%Nov 25 3:59 PM EST

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To: Paul Engel who wrote (128424)3/6/2001 11:28:45 PM
From: Dan3  Read Replies (3) of 186894
 
Re: McKinley will begin pilot production at the end of the year at 1.4GHz

Your 6 figure friend Hector just announced that the first Hammers will sample in Q4 and be in production in Q1 of next year.

Intel started working on their 64 bit processor 6 years before AMD started working on theirs. Both products are now scheduled to enter the market at the same time.

AMD's product will be smaller, less expensive to manufacture, and will run the existing software base. Intel's product will be larger, making it more difficult and expensive to manufacture, and has terrible performance unless software is completely rewritten for it.

Intel's 64 bit chip is expected to enter the market next year at 1.4GHZ when AMD's 64 bit chip comes in at 2GHZ.

Intel has already had 7 years to work on this, AMD has spent less than 2 years.
Merced will be Intel's first 64-bit processor and is expected to raise the performance bar to a level comparable to that of Reduced Instruction Set Computing (RISC) processors. Merced will be manufactured using 0.18-micron technology, as opposed to Pentium II's 0.35 micron and 0.25 micron in the future. The instruction set architecture (ISA) on which Merced is based originates from work begun by Hewlett-Packard in 1989, as it was developing the successor to the PA-8000 processor. Intel joined the development project in 1993 and will be responsible for manufacturing, marketing, and selling the processor.
163.18.14.55

The RISC chips have all been 64 bit for a couple of years now (SPARC, Alpha, RS6000). X86 is finally going 64 bit early next year. Having started almost 6 years "too late", AMD, not Intel, will be leading the way for IBM PC compatible 64 bit systems. Is it any wonder that Grove sounded so downbeat about Intel's prospects for the next few years?

What the h*ll happened?

Dan
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