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

To: Tony Viola who wrote (94370)	12/20/1999 3:39:00 PM
From: Jim McMannis	Respond to of 186894

RE:"What do you think of Intel's performance lead increasing over AMD? No L2 on die is really beginning to make a difference. Oh, I remember, Megahertz sells, right?"... I think Intel is doing a lot better than anyone expected...with the speed ramp. We won't mention the platform. I have to wonder how much the Flopper has left in the tank though, maybe another 100-150 MHz max.. and Intel really wanted to keep 700-950 for a rainy day. Now they are gonna have to pull out the stops as fast as they can. No L2 on die does hurt the Athlon scale wise but 256k on die might hurt Coppermine yield wise. As far as the HP with 800Mhz Flopper, Q1 ranges from 1-1-00 to 3-31-00. Mhz? Intel obviously holds Mhz very dear. Jim