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Technology Stocks : Intel Corporation (INTC)

INTC 46.96

-2.8%

Jan 16 9:30 AM EST

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To: jackrabbit who wrote (139980)	7/23/2001 11:31:26 PM
From: Dan3	Read Replies (3) of 186894

Re: Why don't you take this up with AMD's marketing department rather than boring us here on the Intel board. Probably the same reason your buddy Engle spends all day and all night insulting people on the AMD board. Besides, you guys are entitled to have chance to consider what could happen to Intel's ASPs if they bet the company on the notion that their high-clock-speed / low-IPC P4 is a sure winner - even if it's awfully expensive to build. The performance isn't any better than Athlon, but the nominal MHZ is. Intel has this multibillion dollar corporate strategy riding on the notion that it will be putting chips labeled 1.5GHZ to 2.0GHZ up against AMD chips that are labeled 1.2GHZ to 1.6GHZ. The performance of the two lines is roughly the same and no one seems to have considered what will happen if AMD decides not to play and instead labels its chips to match the performance of the equivalent P4. What happens if this December sees a Compaq Pentium 4 labeled 2GHZ sitting on a shelf next to a Compaq Athlon 4 labeled 2GHZ instead of the 1.6GHZ Intel was expecting? And the Athlon system can use one of several Socket A boards and chipsets that have been shipping for months, are dirt cheap and have had all the drivers etc. sorted out? The Pentium 4 costs more to FAB in the first place because it's so big, and it will have to use a new, relatively untried chipset and motherboard because Intel is going through another of its semi-annual socket changes. That new board will cost more to make because its a new design, even if 6 months from now costs on the SDRAM (and RDRAM) boards for Intel's new socket will have come down. SDRAM systems will allay any doubts regarding the validity of AMD's claim that its chips labeled 2GHZ are at least as good as any Intel chips labeled 2GHZ.

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