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

To: Tenchusatsu who wrote (113931)	10/17/2000 1:57:22 PM
From: Jim McMannis	Respond to of 186894

RE:"Second, Intel is THE high-volume leader in processor manufacturing, period. AMD was only able to crank out 3.6M K7-class processors, of which only 2.1M of them were Athlons. Meanwhile, Intel is cranking out approx. 35M Coppermine-class processors every quarter. So even if AMD gave away all their processors for free (including their 3.2M K6's), they still can't supply more than 17% of the market." Maybe someone should remind Intel management of this...so they don't cut prices... Jim

To: Tenchusatsu who wrote (113931)	10/17/2000 1:59:29 PM
From: Jim McMannis	Respond to of 186894

Ten, RE:"My ultimate point is that Tom needs to open his eyes a little more and see the obvious bias that he has, before he goes around accusing others of being "blind." Tom could have easily made his recommendations without becoming a virtual PR house for AMD marketing. (Yes, it can be done. Read Anandtech's review of the 1.2 GHz Athlon for an example.)" --- No question Tom has some nationalistic bias. OTOH, AMD chips are a much better value right now, as he states while taking jabs at the populous... Jim

To: Tenchusatsu who wrote (113931)	10/17/2000 2:16:53 PM
From: Joe NYC	Read Replies (2) \| Respond to of 186894

Tenchusatsu, Second, Intel is THE high-volume leader in processor manufacturing, period. AMD was only able to crank out 3.6M K7-class processors, of which only 2.1M of them were Athlons. Meanwhile, Intel is cranking out approx. 35M Coppermine-class processors every quarter. Good point. Next time I place an order for 30+ million CPUs, I will call Intel. But for smaller orders, I will buy AMD, until they run out. If you look at Pricewatch, Compaq, Gateway, HP, they have Athlons in stock. While they do, there is no reason to buy Intel desktops, except on the lowest end of the market. Third, Tom's entire review of the 1.2 GHz Athlon was riddled with unnecessary jabs at Intel. He likes the company that sells the fastest processors, which for over a year has been AMD. I can assure you it will change when (if) Intel regains the lead and is price competitive. If you go way back, Tom has no loyalty to any company, just the products. My ultimate point is that Tom needs to open his eyes a little more and see the obvious bias that he has I don't think Tom is unaware of the fact that he has a point of view. Yes, it can be done. Read Anandtech's review of the 1.2 GHz Athlon for an example. Anand's reviews were riddled with thinly veiled pro-Intel bias. Lately, it's either the veil is getting thicker, or the bias is subsiding. I am just curious how Anand will react to P4 heat issues. He is saying now that AMD should not release any new speed grades, because they would consume more power. From the news articles, it seems that P4 would have about the same power consumption at 1.2 GHz as Tbird, but Intel is going to release them at higher clock speeds with higher power consumption. Do you expect Anand to be "fair" and call for stop in release of P4 until the heat issues are resloved? This is what Anand says: Unfortunately the only problem here is that the Thunderbird core is getting a bit too hot, it's time for AMD to stop focusing on clock speed increases as its obvious that they have Intel beat there, at least for now, and start concentrating on tweaking the core anandtech.com All I seem to hear is: "Don't cut prices", "Stop the MHz Madness", "Stop releasing faster processors". The translation of all of these is: "Stop beating our beloved Intel". Nothing more. Joe

To: Tenchusatsu who wrote (113931)	10/17/2000 2:17:52 PM
From: Daniel Schuh	Respond to of 186894

Second, Intel is THE high-volume leader in processor manufacturing, period. AMD was only able to crank out 3.6M K7-class processors, of which only 2.1M of them were Athlons. Meanwhile, Intel is cranking out approx. 35M Coppermine-class processors every quarter. So even if AMD gave away all their processors for free (including their 3.2M K6's), they still can't supply more than 17% of the market. So, you think AMD is going to have the same output in Q4 as it had in Q3?? Thought you'd be interested in a post from a fellow Intel employee yesterday. Looking in the rear view mirror again? Message 14590387 Later in that particular dialog, I had to put old Eric into your glass house preacher man class, he also seems quite impressed by the Itanic and its impressive execution history to date. A very exclusive club, the Itanic fans.