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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST

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To: combjelly who wrote (157222)1/29/2002 10:56:49 AM
From: wanna_bmw  Read Replies (1) of 186894
 
Combjelly, Re: "The important point is March or April. AMD is slated to have A4s running at 1.5-1.6GHz in that time frame. How fast are those mobile P4s supposed to be? About the same, you say? Considering that when you have a P4 and a XP at the same clockrate, the P4 gets slaughtered in performance..."

I won't claim that Intel will have an easy time in the mobile segment this year, but there are two realities that you AMDroids ought to understand. The first is that in order to be in a better position, AMD has to deliver on the performance. If Thoroughbred is late, or if it doesn't hit the heat/power requirements, then Pentium 4 will be there to maintain market share. The second thing is that, even should AMD deliver on time, they don't gain share immediately on delivery. The Intel brand name will continue to sell, and I wouldn't expect Intel to let AMD model numbers make their notebooks look that much faster than the Pentium 4. I imagine them to call foul once model numbers start surpassing megahertz. What will result from that, I do not know; however, you shouldn't expect any of the OEMs to have any trouble selling out of any and all Pentium 4 chips that Intel can deliver.

wbmw
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