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

To: semiconeng who wrote (106314)	7/29/2000 11:14:20 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: It's not unusual at all for intel to use an established product... Which seems to imply that a year from now Willamette will not be an established product. Which is pretty much the point I was trying to make. When Intel moved to the .35 process they went with Pentium, not 486. When they moved to .18 they went with an on die L2 Deschutes core, at at time when katmai still had L2 off die. They didn't start out with year old technology. Regardless, if the P4 is supposed to be a real part this fall, I think it is ominous that Intel has recently changed it plans and now expects to be using substantial portions of next year's leading edge process to produce PIIIs. If you don't think that's a problem, then don't worry about it. It could be they're more worried about chipsets/motherboards for P4 than anything else. Though that wouldn't be a great sign either. You'd think they could get a motherboard/chipset out given wherever they are now plus another full year. Dan