Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tenchusatsu who wrote (133419)	4/26/2001 2:00:53 PM
From: Scumbria	Respond to of 186894

Ten, My main complaint about P4 is that it is much slower than it should be, given the pipeline depth. Before the details about Willy's microarchitecture came out, I was quite convinced that Willy would blow AMD out of the CPU business. wrt business, losing RDRAM and the large 0.18u die will make P4 competitive. Scumbria

To: Tenchusatsu who wrote (133419)	4/26/2001 4:50:31 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

A few notes from the analyst's meeting webcast: - 30% of cap ex goes to comm - 81% of cap ex is conversion to .13 and 300 mm - 2 GHz P4 due "about a quarter from now" - P4 scaling very well, 1.7 GHz in volume production - .13 will be in "high volume" in 4th quarter (?) - back end server market share went from 4% '99 to 34% '00 - Otellini said performance difference with Rambus was much, much more significant when you get over 2 GHz on P4 Overall, I thought there was a lack of confidence in comm and networking, strong confidence in computing. If you get a chance to view only parts of the presentation, Otellini and Bryant were the best parts, and the Q&A. I hope Tony or someone else has a chance to view the presentation, somebody that takes better notes and knows better than I what is new news. John