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

To: f.simons who wrote (113670)	10/15/2000 2:19:46 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: So you really think that AMD's speed lead was responsible for AMD's small increases in revenue and earnings in Q3? Yes, I do. And without that lead, they'd have had decreases instead of increases. And I think that's why the market has beaten down AMD's stock price - the fear that Intel will come up with millions of high clock speed P4s in Q1. But I don't think more than a million P4 chipsets, motherboards, and pairs of DIMMs are possible for Q1, in which case AMD continues to be in great shape. And P4 may not pan out - but that I am not expecting. By Q2 next year AMD will be at .15 or .13 SOI at Dresden and should be mhz competitive with P4 and ahead of it in performance. Q3 or Q4 will see AMD introducing a 64 bit chip to compete with Intel's .13 copper 32 bit chip - which I think will let AMD pull ahead once again. Why get stuck with a dead end 32bit processor when you can get a 64 bit processor for the same price? And the first year in volume on copper has been a headache for everyone. The benefit of industry experience should let Intel cut that to 6 months - but by then it's Q1 2002 and AMD will be targeting .10 on 193nm steppers. Regards, Dan