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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST

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To: Jim McMannis who wrote (164695)4/29/2002 3:07:22 PM
From: Elmer  Read Replies (1) of 186894
 
I agree but I prefer not to believe either about yields and just look at who is shipping what. Yes, Intel is delivering higher speed chips than AMD (and they sell). I can understand that the Athlon won't scale as well and can forgive AMD for that. On the other hand, the lack of .13u nine months after Intel and the delay of Hammer just about says it all in regard to who's development and process is better.

You're starting to "get it". But don't be too hard on AMD, they've done a phenomenal job with limited resources. As someone else said, Intel threw $20 Billion at R&D over the last few years. AMD is the second best processor company in the world. That's not bad.

The fact that Jerry would dismiss the P4 as a dud and then have no answer for it's scalability says volumes about the density defects of his brain.

I seem to remember you calling the P4 a bad design too...

EP
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