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Technology Stocks : Intel Corporation (INTC)

INTC 40.42

-7.6%

3:27 PM EST

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To: Jim McMannis who wrote (147849)	11/13/2001 6:00:28 PM
From: fingolfen	Read Replies (2) of 186894

The extra 256k of cache is a lot of real estate for just 5%-7% gain in IPC but the P4 is desparate for that... Will be interesting to see if that is 5-7% across the board, or a minimum of 5-7% (more on others) or a maximum of 5-7% (less on others). I'm betting that the 5-7% increase is probably toward the low end of the scale. Intel has had over a year and a half to work out any artificial performance limiters in the initial Willamette design, and I would expect to see some of those in the Northwood. I would expect to see a bigger boost from Prescott, but that's not due out until early '03. Of course, then you've got the scalability questions. With a stated frequency goal of 3GHz by the end of 2002, AMD could go from quantispeed to nanorevenue.

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