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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

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3:59 PM EST

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To: combjelly who wrote (152136)	12/11/2001 9:21:13 PM
From: Elmer	Read Replies (1) of 186894

if AMD is successful in driving the costs of server server chips to a more commodity level, then Intel has something to worry about... Interesting speculation. To achieve this AMD would have to produce a large die with large cache. Something they've never been able to do. In addition they're going to need customers for their Hammer. So far no one has stepped forward and allowed their name to be mentioned in the same sentence as Hammer. The big companies have all had a look at the Hammer specs and every one of them has said no thanks. Not a good sign. EP

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