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

To: John F. Dowd who wrote (95898)	1/13/2000 1:52:00 PM
From: Wolff	Read Replies (3) \| Respond to of 186894

That is very bandwidth dependant, the pipeline into the home has been the limitation for about 3 years now, ever since the first 56K modem appeared. I have been hearing of the great dream of the set-top box for years now. Nothing but a yawn. The question is not how much horsepower is needed but when, I believe that AMD with the Athlon has a gap that it can take advantage of. No Intel will not fade away, but look at the market share loss they have taken. They still control most of the dollars, but a tremedous hit was taken as far as volume sold. All those customer had good experiences with AMD, they now have a nice model that has uniformly been regarded as a great processor. The dream of huge bandwidth will not be in 2000 except for early adopters. I fully expect the Athlon to go to 1.5 Gigahertz and above. And how did AMD keep the K6 alive so well, huge cache very well shrunk on the die. You think the Xeon is safe, I do not, AMD always has had better ability to put memory within the CPU. What we are seeing today is a flubbing of the Microprocessor market, who knows were Intels focus went, but just like MSFT and the Internet, Intel took a pause, got caught flat footed. AMD now has a great CPU, one that will be easily competive in the market place, for most of the market segments. Intel has bought tons of networking company and wants to be the next CSCO, reminds me of when they felt FLASH would take out the harddrive makers. The fundimental mistake in the planning then was that Diskdrive makers would not make leaps in technology. AMD is not a sitting target either. To the point of software writers the benefits of a common platform that gaming consoles provide give huge benefits Cheers