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

To: Joe NYC who wrote (129934)	3/14/2001 3:04:22 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Current top of the line Athlon already beats P4 and it is less expensive. P4 is not wine, it will not improve with age. It is an ugly young woman. That's your opinion, and you're entitled to it. I disagree.

To: Joe NYC who wrote (129934)	3/14/2001 3:10:58 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Joe, >P4 is not wine, it will not improve with age. It is an ugly young woman. David Wong of UBS Warburg disagrees with you: While we are very positive on AMD's new processors, we also think Intel's ramp in Pentium 4 will lead to more competition. The Pentium 4 is based on the next generation microprocessor architecture and has greater capabilities with Internet applications. Intel is pushing hard to ramp production of the Pentium 4 on 0.13 micron process by the end of 2001 which will allow both lower cost and higher speed operation. We think as all Pentium 4 production migrates to the 0.13 micron, Intel will have a more powerful and cost competitive product. In the meantime, Intel has introduced Pentium 4 running up to 1.5 GHz, nominally faster than the Athlon that operates at up to 1.2 GHz. Intel plans to have Pentium 4s available by the end or Q201 that will operate at 2 GHz. We think the new Pentium 4 architecture will allow Intel to provide processors that will operate at clock frequencies that will match or exceed that of AMD. The chipsets currently available for the Pentium 4 only allow the Pentium 4 to operate with Rambus memory. However by the second half of 2001 chipsets which interface with DDR and SDRAM memory will also be available for the Pentium 4 we believe, allowing for lower cost Pentium 4 systems. By the end of 2001 Intel expects to be shipping as many Pentium 4 chips as Pentium 3 chips.