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

To: Joe NYC who wrote (115439)	10/31/2000 8:15:44 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Joe, re: "but everything will have to migrate to the P4 core, and if P4 core is not good, it will have tragic consequences for Intel as a company." What if the P4 core is more relevant for future PC platform needs? Where does that leave AMD? The jury will be out on P4 for at least a year. John

To: Joe NYC who wrote (115439)	10/31/2000 8:17:33 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Joe, <Mobile processors, mainly of Tualatin variety will do well for some time, IMO, but everything will have to migrate to the P4 core, and if P4 core is not good, it will have tragic consequences for Intel as a company.> I think the Pentium 4 is indeed a great processor design. The only problem will be initial acceptance. Long-term, P4 should clean up, assuming AMD stands still. (And yes, I am very well aware of Sledgehammer.) <why did Intel wait until the very last minute to refresh its product line? The product transitions from P5 -> P4 core and all prior ones happened while the existing core was still healthy and had some life left.> Huh? P6 has a lot of life left. Tualitin is a P6 core, and it is positioned toward the high volume, low to mid-range market. Intel's mobile processors will continue to be based on the P6 core for a long time to come, especially in the "Thin-n-light" mobile market segment. The Pentium III continues to outsell Athlon many times over, even with all of the price cuts on AMD's end. And servers based on Pentium III Xeon are growing in sales and market share at a very high rate. So Pentium III can't win a GHz p1$$1ng contest against Athlon. Is that signaling the death of the P6 core as we know it? I don't think so, Joe. Tenchusatsu