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

To: Dan3 who wrote (123925)	12/31/2000 3:36:18 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Dan,<<<P4 has high nominal MHZ - terrific for marketing. But P4 is fast only on synthetic benchmarks and a very, very, limited number of applications. Supposedly the day will come when most software has been rewritten to make P4's performance better, but such a day is many years away. The tools (like compilers) have to written (which is going on now). Then those tools have to become the preferred tools for developers, then applications have to be written (or rewritten) using those tools, then those applications have to enter the marketplace, then those applications have to become most of the application in current use. It's going to take quite a while, and may never happen if other chips are available that run all applications well - both mainstream ones and specially compiled ones.>>> That is a terrific post. I truly mean it. You have a terrific understanding of the underlying technology. Where you are mistaken, I believe, is that you underestimate the power of incumbancy. Just as in politics, the incumbant has tremendous leverage and as you rightly pointed out, Intel has been the incumbant over the past 20 years. For Intel to force (or to encourage) applications developers to rewrite their compilers and to recompile legacy applications is no problem whatsoever. Just think what this means to MSFT. All they have to do is rewrite their compilers (something they should do in any case because they were written so poorly in the first place), and just by recompiling their existing software, they make every version of their software obselete in a matter of minutes. Of course they will add a few more bells and whistles and they will market a millenium edition of their Office Software and have it run 2 or 3 times faster. I don't envy AMD in the least. They have a tough road to travel, just to survive. Regards, Mary