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

To: Tenchusatsu who wrote (108767)	8/28/2000 8:08:23 PM
From: Cirruslvr	Read Replies (3) \| Respond to of 186894

Tench - RE: "If there are problems with Willamette, it won't be due to lack of GHz scalability. I'll bet Willamette still has a lot of room left for speed improvements before Northwood. This is very different from Coppermine which is being pushed to its limits and perhaps beyond." Actually, what I'm saying is that Intel could release a 1.3GHz P4 to fill the gap between 1GHz and 1.4GHz. Intel says the 1.13GHz PIII will be back in October, but that should just be ramping up in volume so real availability might not occur until December considering the recent launches. In that same time period Intel could downbin the P4 to 1.3GHz so they can fill the HUGE hole they will have in their line up. Because of their recent problems, I think Intel should be low-key about the P4 release. Make it a limited volume product, keep the HYPE low like the upcoming Itanium release, and shift the wafer allocation to Xeons w/2MB cache, where the REAL profits are. (As if it were that easy in real life. ;) )So much is riding on the P4 that its release has to be practically perfect. But if they are 100% sure it is fine, then make as many as then can and try to out-GHz AMD. But I doubt anything is 100% sure at Intel now... One thing is for sure - this processor competition keeps getting more and more interesting!