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Technology Stocks : Intel Corporation (INTC)

INTC 36.34

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3:59 PM EST

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To: andreas_wonisch who wrote (136799)	6/6/2001 4:13:03 PM
From: Elmer	Read Replies (2) of 186894

Maybe when AMD's morale is completely undermined? At what point, do you think, will that be the case? It's got to be starting now. AMD falling farther behind in the speed race with no .13u in sight while Intel is already in production. Intel able to hit 2GHz on current .18u A disappointing dual Althlon rollout with no customers of note. No 4,8,16+ way potential. AMD too embarrassed to compare Athlon DP to P4 so they call P3 the competition. AMD's inability to manufacture large cache die severly limits their potential. Still no mobile presence. With Athlon running out of gas, their .18u process has gone so aggressive on channel lengths in a desperate struggle to stay a few hundred MHz behind P4 that their eventual .13u process may be a big yawn. .13u transistors already and still falling farther and farther behind. No more rabbits to pull out of that worn out hat. Growing reports of system crashes and general instability. Crappy chipset support. Itanium real and Sludgehumper nowhere in sight. McKinley demos of 4-way systems running real silicon. Northwood sampling now with added features that will widen the performance gap even more. No future products with any real potential of competing.

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