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Technology Stocks : Intel Corporation (INTC)
INTC 36.26+0.3%2:43 PM EST

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To: Elmer who wrote (164931)5/6/2002 8:25:38 AM
From: Dan3  Read Replies (3) of 186894
 
Re: P4 destroys Athlon in all benchmarks. It's a complete wipeout. But even though they can't ship anything, don't forget AMD has "World Class Yields"...

Elmer, the company that can't ship its high end speed grades is Intel. The big mystery: with its $18 Billion in capex in the past 3 years, why are Intel's top three speed ranges limited to half (or fewer) the number of pages AMD's fastest chip has on pricewatch?

It does look like Intel's 2.53 part, on a dual channel motherboard, is faster on many apps than AMD's 2100 part on a single channel motherboard.

If Intel is willing to sell those for $200, AMD is in trouble. But if Intel sells them for $200, Intel is also in trouble.

The last 10% of performance is important enough to only a few buyers to get them to spend for that marginal increase in speed. If this weren't the case, AMD would have killed off Intel last year, when it was dominating.

Meanwhile, Intel certainly appears to be unable to ship volume of anything faster than 2GHZ. There are nearly twice as many listings for AMD's 2100+ as there are for Intel's 2200, 2400, or 2533.
pricewatch.com

Unless Intel is having serious production issues, it must be that the market has decided that a 2ghz P4 or Athlon 2000+ is as much speed as it makes sense to spend money on.
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