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

To: Hightechhooper who wrote (123905)	12/31/2000 12:32:33 PM
From: Elmer	Read Replies (4) \| Respond to of 186894

Re: "INTC will not follow AMD down the sewer, although INTC may go further down the sewer due to the economy but not due to AMD price competition" HighTech - Lets give credit where credit is due. AMD does hurt Intel's ASPs. AMD forces Intel to lower the cost of processors aimed at the consumer market and there's no denying that. In turn that drags down even the business ASPs where AMD has essentially no presence. However in my view we are coming up on a transition point when Intel moves to .13u process technology. AMD is butting their head up against the limit on their .18u process while Intel still has about 33% headroom left on it's .18u process(P4 will hit 2GHz). The transition to .13u will widen the gap, and make the P4 much more cost effective to manufacture while AMD is a long way from their own .13u version. AMD has 3 main problems. #1 no reliable chipset support. #2 a disaster of a bus architecture which has made SMP essentially impossible, and #3 the inability to manufacture large die which together with #2 locks them out of the server marketplace. Their next generation 64bit product line has no operating system support and with the SMP chipset problems and large cache problems seems doomed before it starts. Add to this AMD's delays in their .13u process and it doesn't look good. Flash seems to be doing pretty well but expect Jerry to use any available cash to battle Intel in the holy processor wars. EP