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

To: kash johal who wrote (99431)	2/17/2000 11:50:00 PM
From: Process Boy	Respond to of 186894

kash - <All my statements were factual.> And it's a fact since all those things have come to light my INTC has outperformed my AMD. <g> Markets see things in different terms I guess. PB

To: kash johal who wrote (99431)	2/18/2000 1:30:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Kash, <All my statements were factual.> Then allow me to rebutt some of your statements: <Willamette will have a DUAL RAMBUS channell to be competitive. And thats a $3000 system - they will surely sell a lot of these in y2K.> This is a non-issue in my opinion. If Intel is only making "hundreds of thousands" of Willamettes in 2000, then it makes sense to target a high-priced, high-margin, and high-performance market. <ANOTHER "limited" launch coming from Intel on 1Ghz cumines. Remember AMD can SHIP in VOLUME in Q2. Remember this will PO every other OEM besides HP,IBM and DELL.> Although I can't say much about the HP, IBM, and Dell thing, I have to ask what "volumes" means for AMD. If AMD were to launch with only three Tier 1 OEMs, would that be considered "volume"? <TIMNA - is now gonna ship with an offchip ASIC so intel can use low cost SDRAM. If you use your BRAIN this defeats the purpose of the the single chip solution, defeats the purpose of the onchip rambus controller and lowers system performance to CRUSOE levels.> Now this is a gross exaggeration. I already told you on the AMD thread that Timna with SDRAM should be able to outperform a Celeron on an 810e platform. Can Crusoe claim the same thing, or will they try and change the rules of the benchmark game? <SUN saya SAYONARA to IA 64 anytime soon.> This is a disappointment, for sure, but when Sun is the current leader in the back-end, do you think they're going to play nice with a competitor that has the real potential to knock them off the top? <Windows 64 is DELAYED for IA 64.> I doubt it. If anything, Microsoft will not want to give Linux a headstart on IA-64. But if it is delayed, well, it's Microsoft's loss, especially as vendors go with other OSes at Itanium launch. Come on, Kash. Do you think Intel will ever have a time when they aren't dogged with execution concerns? Do you think Barrett and Otellini should get the boot because of all this? If yes, then why hasn't Sanders gotten the boot when AMD was swimming in a sea of red ink? And finally, where do you see AMD two years from now? From your "factual statements," you sure make it sound like Intel's downfall is inevitable and AMD's victory is certain. Yes, you and Stevie can continue to point out the problems of today, but for what? It's not like we're all in denial here, unlike people on the AMD thread who still can't grasp what 1.5 GHz means. Personally, I know Intel is having problems, yet I look into the future, and it sure looks bright to me. Tenchusatsu