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

To: Ken Twining who wrote (114348)	10/18/2000 2:44:38 PM
From: Jim McMannis	Respond to of 186894

RE:"Joe Osha was just on CNBC putting a sell on INTC on strength because next year would be poor for the company. I thought next year was supposed to be good with the P4 ramp in conjunction with Windows 2000, etc. Does he just not like Intel (obviously) or is there truth in what he is spewing? I could see some meaning if Intel was still in the 70's, but Not in the 30's! Thanks in advance for comments!!" You have to look at the big picture and market conditions. These analysts don't have a clue what's going to happen with the economy next year and are scared to death. On top of the Full Disclosure law has cut off their advantage. In light of those things I'd expect them to err on the side of cautious. P4s ramp is crippled by several things. One is die size but the big one is Rambus, dual sticks to boot. We don't yet know it's performance but we do know it will scale and that's big. I don't expect any major ramp of the P4 until they port it to SDRAM and or DDR and rid themselves of the Rambus ball and chain. .13u will help as greatly next year, probably late 2nd half. In the meantime P4 will get a lot of hype because of it's Mhz speed... Looking forward, WS will still favor Intel on the whole because they think P4 will crush all comers... What could go wrong? Bugs and very poor IPC, instructions per clock cycle to the point where Intels new benches and high Mhz can't make up for it... We'll know a lot more on release. Jim