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

To: Dan3 who wrote (123753)	12/28/2000 4:22:17 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Dan,<<<Intel is going into 2001 with a second front just opened in the processor war. At the same time AMD now has lower motherboard costs and a major new stepping of its processor. Dresden is ramping up and who knows, someday AMD might just ship SMP and/or mobile Athlons>>> I don't think you get it. The war is not really between Intel and AMD. What is best for AMD as well as for Intel is that Wall Street has a good understanding of the microprocessor and semiconductor industry. I don't understand what Wall Street means by technology if they are not refering to semiconductors and microprocessors. Do you? Mary

To: Dan3 who wrote (123753)	12/28/2000 6:10:04 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

Dan, RE:"And the latest P4, on expensive dual channel motherboards, doesn't run mainstream software as well as the trailing edge of the competition" I keep seeing excuses being made for the P4 such as the Pentium Pro... There are a lot of dissimilarities with the Pentium Pro. Pentium Pro came out at 150 Mhz I believe. Slower than the classic Pentium at the time although it moved to 180Mhz and 200 Mhz it still had no real Mhz advantage. P4 has a Mhz advantage. That's the good news. Bad ness is that the IPC is bad. I also hear that the P4 will run future apps well once these are redesigned for it. Not quite sure if this is a pure analogy with the Pentium Pro. Maybe someone can elaborate. Pentium Pro had a big FPU advantage over the competition and even the classic Pentium. P4 seems to gain it's edge by using expensive dual channel RAM and SSE2 instructions (not unlike the boost the K6-2 got from 3DNOW). Unlike the Pentium Pro the P4 core doesn't seem as robust on it's own merit. Maybe someone can elaborate on that. What I would like to see is a revolutionary new chip not another one with reworked RAM and instructions. Jim

To: Dan3 who wrote (123753)	12/28/2000 9:45:03 PM
From: Paul Engel	Respond to of 186894

ALibi Dan - Re: "AMD has a major new core revision about to come out -" That would be the Mustang core - right, Monica? Paul

To: Dan3 who wrote (123753)	12/28/2000 9:47:17 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Lewinsky-Dan - Re: "and who knows, someday AMD might just ship SMP and/or mobile Athlons." Hope springs eternal. Too bad AMD's engineering department isn't "springing" anything !! Where are Six-Figure-Hector's 5 new AMD CPUs that were to be introduced starting Nov. 15, 2000 and ending Feb. 15, 2001? I count ZERO so far ! Paul