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

To: Paul Engel who wrote (134829)	5/14/2001 2:30:19 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"AMD - a $5 Billion corp - is letting a high school kid do their marketing?" Pretty obvious that AMD is going to let Intel do their marketing for them. Athlon 4? Blue P4 man group?

To: Paul Engel who wrote (134829)	5/14/2001 12:31:08 PM
From: pgerassi	Read Replies (2) \| Respond to of 186894

Dear Paul: Anand appears to be under NDA. 1.8GHz rumors were from a message posted to one of the BBSs and then spread all over as is typical. Kryotech has annouced single 1.8GHz Cold Fusion Athlon workstation. So it is more available than Itanium at this point. Now its probably a 1.4GHz Tbird but, when SMP becomes available, a quick use of the same type of case to a dual Athlon 4 at 1.8GHz. So I would suspect that dual 1.8GHz Cold Fusion Systems would be available at or shortly after the SMP launch. Given this scenario, both DP Foster and QP Itanium would be over matched. Foster by lower performance and Itanium with smaller amount of apps (the dearth of apps shows that the compilers are not working yet as a straight recompile would be easy). In fact the latter will haunt IA-64 into its grave (you must be hoping that HP can come through with a good compiler VLIW IA-64 McKinley combination). If there are Athlon 4 workstation CPUs at 1.8GHz at launch (and I think that is very unlikely) using air cooling HSFs, Kryotech would be able to raise them to 2.4GHz with ease and 3.6GHz P4s and derivitives are not scheduled till after 2002. That's 18 months of losses in performance across all segments. Its going to be bad enough for Intel with AMD Athlon 4 mobiles and SMP workstations as it is. Pete