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

To: Tony Viola who wrote (118198)	11/17/2000 12:55:00 PM
From: AK2004	Respond to of 186894

Tony right opposite, AMDroids are taking the position of let's wait and see while intelabees are celebrating their victory. Come to think of ot the celebration never stopped. :-)) You have to admit that there are plenty of unknown factors here like: cost vs price - intel requires high GM and yet p4 systems would be priced on par with athlon (CNN). P4 got larger die size and don't forget about rambus penalty so unless p4 got yield improvements over pIII of unbelievable order that is hard to imagine. Well, if we are to believe Elmer and Paul that would be impossible since pIII yields were high to begin with. performance vs MHz - intel is already defining the speed via MHz and the performance is some function of it. Hence 1.5GHz is faster than 1.2GHz by definition. In my mind the frequency of the clock is not the speed of the chip but performance is. BTW that would make Itanium the slowest chip on the market :-)) delivery - good old how many and when AMD factor - new products I will wait and see who won before sending congratulations :-)) Regards -Albert