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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

-0.1%

10:59 AM EST

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To: fingolfen who wrote (139375)	7/17/2001 12:39:05 PM
From: Stoctrash	Read Replies (3) of 186894

Thanks fingolfen,, ..I think the biggest factor everyone is banking on is the GHz Oasis. People just don't NEED a 1.8GHz machine. There is no "new" app to use that new found speed nor can most users tell the difference between a 1GHz machine or a 1.8GHz one when siting in front of one. The performance gap were talking about is a second, half a second, maybe even less??? This is not like the HUGE jumps people saw in previous chip upgrade cycles, IMO. Sure you have your pc game freaks, engineering, CAD, etc that will find a use for the new GHz....but not like in the past many cycles. AMD went after the phat part of the market and did a damn good job getting it's share. Now going forward they don't need to pump up the GHz much, just market and price their stuff just below INTC's and keep eating their lunch and gaining market share. I was never a big fan of AMD but am starting to become one. Past cycles have shown them to get spanked by the mighty, I think this time it will be different. Hey I could be way wrong and some new app comes out next week, or INTC does their "crushing AMD dance" to perfection but for now I'm not betting on it.

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