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

To: Paul Engel who wrote (127156)	2/12/2001 8:27:04 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Great News on Brookdale Front !! Depending on volume available for sale in Q4, a DDR chipset for P4 should be very helpful for the chip. But it pretty much leaves P4 cut off at the knees for the next 6 months, by making Rambus based computers like P4 systems something to be avoided. It shows Intel is capable of learning, a year later, from AMD's example. The use of copper, the avoidance of Rambus, designing for DDR - these are strategic differences between AMD and Intel that have led to AMD's recent success and Intel's recent problems. For Q4 we have AMD's use of SOI while Intel, as with copper, claims SOI doesn't help performance "enough". For Q1 of 2002 we have AMD going with a very compatible, extended X86 architecture for 64bit computing while Intel presents a 64 bit platform that requires new versions of all the billions of lines of existing code. It looks like the pattern of AMD common sense and Intel poor judgement is continuing. AMD's success for the foreseeable future (about 6 months, in this business) looks assured, and the more distant future, (6 months to a year) is looking even better for AMD. Dan

To: Paul Engel who wrote (127156)	2/12/2001 3:26:28 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"Intel Corp. will accelerate the debut of its double-data-rate SDRAM-enabled chipset for the Pentium 4 microprocessor, pulling in the launch date from the first quarter of 2002 to October of this year, said sources with knowledge of the company's plans. The revised introduction date of the so-called Brookdale chipset also could see Intel drop plans for a single-data-rate version of the device, according to sources at last week's DDR Summit II here" Well DUH!... So someone figured out that a P4-SDRAM combo would suck... Scumbria even said P4 is much better off with DDR... OTOH, isn't Rambus more likely to collect royalties on DDR than single rate SDRAM? So why bother? Maybe Intel should just stick with RDRAM... Jim