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

To: AK2004 who wrote (115842)	11/3/2000 8:45:35 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Albert, <Want to give another shot and this time more reality and less party line> As an AMDroid, you of all people should not be talking about "reality" and "party line." As for Pentium 4 Xeon performance, how do you know it won't outperform Mustang? I happen to know what new features P4 Xeon has. I also know that AMD's 2-way SMP platform won't arrive until Q2 2001 at the earliest, and I know what P4 Xeon's roadmap looks like in relation. A lot of this info I cannot reveal, but I can tell you that Mustang may have to compete on a "price/performance" basis. And AMD will do it by sacrificing the high profit margins they were originally hoping for. So unless AMD pulls a rabbit out of its hat with Mustang, it cannot hope to compete with P4 Xeon. Then again, perhaps you got a sneak peek at the rabbit already? Tenchusatsu