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Technology Stocks : Intel Corporation (INTC)

INTC 36.16

-0.5%

Dec 24 9:30 AM EST

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To: Elmer who wrote (154577)	1/9/2002 8:41:20 PM
From: Jim McMannis	Read Replies (1) of 186894

RE:"Additionally if you think MHz is all that matters "MHz Sells" I must remind you that silicon sells. It doesn't matter what numbers you put up on your website, a la XP2000+, if all you have is a few lab curiosities and no volume production. Intel now has both and that's very very bad news for AMD." You kind of contradicted yourself in the same paragraph. Mhz sells is encomapasses a lot of things. One of the most important is that when you lead in Mhz you get to control pricing down the line. Sure, volume production is important. Perhaps you are saying that the NW on .13u is in it's infancy and AMD is squeezing every last drop out of the Athlon on .18u. I totally agree. Intel has passed "go" with .13u while AMD is still trying to get out of jail with .18u. So I guess we agree...despite not knowing volume numbers for AMD or Intel big the circumstantial evidence is pretty strong. Jim

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