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

To: Dan3 who wrote (89371)	10/3/1999 8:30:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Dan, <Anyway, I guess that means that Intel won't be competing for any middle or high end sales until willamette shows up next fall, eh?> That depends on whether AMD can: 1) Continuously stay ahead of Coppermine in the MHz race 2) Successfully enter the multiprocessing areas, from 2-way to 4-way and on 3) Ensure that chipsets and platforms do not ensnare Athlon's performance 4) Deliver the volumes The ball is still in AMD's court, and they've yet to hit it back. Tenchusatsu

To: Dan3 who wrote (89371)	10/3/1999 9:36:00 PM
From: Process Boy	Read Replies (3) \| Respond to of 186894

Dan - <Anyway, I guess that means that Intel won't be competing for any middle or high end sales until willamette shows up next fall, eh? Thanks for the good news> Intel will compete in the high end. K7 has yet to make it into a business sytem, that I'm aware of. AT something probably less then 250k units, K7 is still a consumer enthusiast system. I don't see any K7 SMP servers out there either. Also, it is my view that K7 will in the short term face some pretty intense pressure on teh performance front. I don't believe at all that K7 is a runaway "seventh generation processor". It will probably be extremely close to Intel's products based on a 5 year old core. Unless AMD can address some supplier of choice issues, I can see the K7 relegated to a continued "enthusiast" segment, maybe enjoying some moderate success, but by no means knocking off Intel. Also, I belive you are taking Paul's cost argument too lightly, IMHO. And bringing up Willamette: If K7 and Coppermine are pretty close in performance, and intel can ramp the MHz of Coppermine, do you believe AMD will have enough time to establish the infrastructure and customer base to keep the "seventh generation processor" going before Willamette comes out, which shouldn't be THAT far away. PB