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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

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3:59 PM EST

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To: Jim McMannis who wrote (132578)	4/17/2001 1:33:45 PM
From: The Duke of URL©	Read Replies (2) of 186894

I've heard the arguement about P4 being like the Pentium Pro, 50 thousand times. Maybe, maybe not. MHz is it's best attribute but they even crippled that. Greed caused Intel to tie it to Rambus. When it's ported to DDR/SDRAM it will have a chance. P4 at 2.0Ghz hurts ASPs on P3. Anything else? Yeah. Number one, its spelt "argument" :)) 2. I think he is comparing the 486 which ran at 66 and the Pentium 90 when it first came out. The 90 WAS slower, but about 6 months after its release you began to see software released with a minimum requirement of "Pentium". Three. I think Intel believes that the great leap of 100 to 266 is not worth the cost of development per incremental improvement, long term. True, 66 to 100 was 3% and 100 to 133 is about 2% speed increase. Yehawn. IV. And for your big point, that P4 takes away sales from P3. That is such a sophisticated observation, I don't think Fin knows where to begin. Hows that recount comming? :)) Duke.

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