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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (85897)	7/17/1999 3:33:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Charles - <And, for what it is worth, AMD is talking about revenue producing 180nm Athlons in Q4 just about the same time as CuMine introduction. The does not seem too favorable to the much vaunted Intel's process technology.> We shall see. I believe Intel's .18 maybe something different than AMD's .18, in terms of volume, manufacturablity (yield), and device performance. AMD does not have a great track record at process transitions. Intel is already there. AMD is not, from what I understand. I believe you read way too much in to the Coppermine delay, in terms of the severity of the problem, and Intel's ability to recover. Inversely, I believe you may be overly optimistic in terms of AMD's manufacturing, particularly regarding .18. JMHO. Also Coppermine performance, come to think of it, as I believe it will be a much closer horse race than you seem to believe. Anyway, JMHO, and I know your posts are JYHO, as you have indicated. But you seem to be doing a best case scenario for AMD, in conjunction with a worst case scenario for Intel. Most likely the truth lies in between our respective view points. <One can take AMDs ability to execute with a grain of salt but man, that ain't strategy, that is just hoping that competition would continue to flounder.> I can most assure you Sir Charles that this is not what Intel is doing. We are not sitting idly by. Although I must admit I am at the moment, sitting idly by, as I am on vacation :-). Good time for it. PB

To: Charles R who wrote (85897)	7/17/1999 4:17:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

Without contribution form Wilamette, Intel has a tough road ahead for the next year or so. K7 is doing serious kickbutt in benchmarks even with 1/2 speed cache and without the optimization for the new instructions. SSE doesn't help too much because the game guys who are very familiar with SSE are saying that PIII with SSE is no match for Athlon. Fine. AMD's pretty cheap right now and Intel's ran up in price. Short the hell out of Intel and buy the hell out of AMD. Go out on full margin. Better yet, mortgage your house, max out your credit cards and buy options. I'm sure the K7 will be every bit as successful as all the Intel killers from the K5 through the KVI-3 have been. After AMD puts Intel under then you can come back here and laugh, laugh, laugh. After all, since past performance doesn't guarantee future results I'm sure that no one in his right mind would ever expect a company that has performed well in the past to continue to perform well and one that has performed like sh\|t to continue to perform like sh\|t. I'm sure that any day now AMD will be able to make a billion chips and Intel won't be able to make any.