Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Petz who wrote (155597)	1/15/2002 8:10:36 PM
From: Tony Viola	Read Replies (2) of 186894

I expect the IPC of Hammer to be equal to or greater than XP due to the integrated memory controller. At these superhigh clock rates, reducing latency does more for IPC than any other architectural change. It may well be a 2.7 GHz Hammer that garners a 3400+ rating. Well, even though the CC was a bit gloomy re the economic outlook, and the fools are mistaking capex lowering by Intel as a weakness for Intel, I feel damn good about Intel's products, especially the P4, shipping in increasing volumes (2X again this quarter) and on a clock frequency increasing roadmap that I have confidence in. This is vs. the paper tigers AMD has, viz., 0.13 Thoroughgood and Hammer. Tony

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