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

To: Jim McMannis who wrote (137193)	6/12/2001 11:16:22 AM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Jim, I read Tom's article on the overclocked Tualatin chip, some comments: He's concerned for Intel that the Tualatin at 1.419 GHz will show up the P4. However, the Tu was overclocked and the P4 wasn't. Also, P4 still beats both the Tu and Athlon anyway. I counted 4 first places for the P4, 2 for Tualatin and 1 for the Athlon. Tom must be cherrypicking benchmarks, the droids will say. Also, Tualatin is slated for notebooks and small servers AFAIK, not desktop. 1.5 volts, pretty good, although it sounds like he ran it at 1.6 for the benchmarks. Hey, I'd rather have two very competitive processors than see the enemy have two. Tony

To: Jim McMannis who wrote (137193)	6/12/2001 12:43:12 PM
From: stak	Read Replies (2) \| Respond to of 186894

PIII has been whipped in the desktop for some time, but I believe that the story will be very different in the mobile and server markets for the PIII(tualatin). Intel doesn't need the Gigahertz right now to make sales. This is one of the greatest red herrings on these threads these days. In fact even if Intel had 3 Gigahertz beasts out there now. It still wouldn't be selling in the volume that they need to keep ASPs in the traditional price points. The one point seven Gigahertz debuted at three five two. That number has to scare all investors! Not only Intel investors. When Intel bleeds the other tech will also feel the pain. Even when the demand begins to pickup, the days of processors debuting at $1,000 price points is over. I'm surprised at the analysts still talking of Mhz. We've been in the Gigahertz world for an eternity in internet time. It's time for them to wake up and smell the coffee. Gigahertz doesn't sell. Gigahertz doesn't sell. Gigahertz doesn't sell.