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

To: Paul Engel who wrote (103972)	6/5/2000 1:15:00 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "It appears that AMD's architecture has run out of steam" The AMD thread is in a stunned state of shock. How will analysts view this development? Dresden production was postponed so many times that there was too much to live up to. Will AMD see a selloff tomorrow? EP

To: Paul Engel who wrote (103972)	6/5/2000 1:17:00 AM
From: Eric K.	Read Replies (1) \| Respond to of 186894

The technology wheel has turned in Intel's favor. It is interesting that you should say this. Many people would argue that Intel's troubles with AMD are just beginning. You honestly believe Intel will "eek out" two new speed grades of Coppermine (actually 3 if you want to predict 1.2 GHz)? Didn't Otellini say "maybe one or two more" at the IDF? -Eric

To: Paul Engel who wrote (103972)	6/5/2000 2:29:00 PM
From: NITT	Read Replies (1) \| Respond to of 186894

re: "It appears that AMD's architecture has run out of steam" Not sure if what appears to be panning out is pure genius or pure luck for Intel, but now that AMD is chasing Intel's cache integration they will burn up much needed capacity with what appears to be little performance gain. Intel is bringing on many new fabs (some retrofitted), while AMD is still trying to get their first big one ever online. Intel's move to up the cache ante a year ago and ramp PIII to the masses may have had a short term $ hit, but long term (like next 6 to 18 mos) Intel investors may be dancing in the streets as Intel holds a lead on the low end with the current microarchitecture (and shrinks of it) and brings Itanium and the new 32 bit Willamette to market. AMD will need to put at least another $2B into a new fab beginning today to just stay where they are... has that announcement been made? Nitt