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Technology Stocks : Intel Corporation (INTC)

INTC 37.45

+1.1%

9:35 AM EST

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To: Paul Engel who wrote (61701)	8/3/1998 2:12:00 PM
From: Eric Yang	Read Replies (2) of 186894

"In the short term, it means that IBM has to resort to very exotic technologies in an attempt to keep pace with Intel's highly developed conventional CMOS technology" Keep up with Intel? Paul, have you gone delusional? IBM and Motorola's PowerPC architecture is way ahead of Intel's Pentiums in terms of performance, conservation of power, die size, and elegance of design. While INTC is busy fixing bugs, MOT and IBM are ready to deploy copper interconnect, SOI, and Alti-Vec. Even without the benefit of copper and SOI, PPC 750 already runs at just 3-4 watts range. How much power does the PII draw? IBM and MOT don't have to "resort" to anything. INTC may have the marketshare but in terms of technology, PowerPC camp have the lead. Both copper and SOI will increase that performance lead. Feel free to down play these technology breakthroughs from IBM and MOT if it makes you feel better. But the fact of the matter is IBM and MOT are 1-2 years ahead of INTC in these areas. You bet your ass you would have loved to see INTC be the ones to come up with these breakthroughs...but alas. Eric

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