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

To: greg s who wrote (129278)	3/6/2001 11:52:38 AM
From: Scumbria	Read Replies (2) \| Respond to of 186894

Greg, Most apps don't need more memory bandwidth. Linked lists (the core of most database apps) are much more dependent on latency than bandwidth. P4/Rambus do nothing for latency, so don't expect across the board speedup from new applications on P4. Scumbria

To: greg s who wrote (129278)	3/7/2001 1:05:09 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Greg, The article was critical of P4. If you want to look into the future, P4 line can eventually evolve and fix it's shortcomings, what does it do to the poor soul who buys one on the shelf today? That machine is not going to evolve. In fact it is obsolete the day it is purchased, because even if the buyer wanted to take advantage of the well made 850 platform, and upgrade later to a processor that fixes problem with current version of P4, he can't, since the CPU socket is is already obsolete. The only thing that one can stick into it is a P4, current version of which is just a stopgap measure. The next version will not be pin compatible. Geeks are shortsighted, will repent. Please explain. If Intel eventually makes a good version of P4, the geeks will buy it. But I would not call it repenting. And the geeks will (net)burst out laughing at the idiots who bought the current P4. The challenge for Intel is to use marketing effectively to find enough idiots to buy the current turkey, and in the meantime work hard on improving it so that the next day, Intel can sell their CPUs on their merit, instead of relying on the stupidity of the buyers. I think Intel can still save this year if they can release and ramp up the .13u version of P3 (Toiletin) quickly. The chip may be a very attractive proposition for 2001, if the clock speeds reach 1.0 to 1.5 GHz. It will support SDRAM, perform well (better than P4), it will have low power consumption, and most likely systems based on this chip can be competitively priced. P4 will be a problem for Intel this year. I don't know if Intel management is bluffing, but if they bet this year on P4 (as they seem to) I will be very comfortable holding shares of AMD. Joe