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

To: Charles Gryba who wrote (141945)	8/19/2001 2:03:39 AM
From: Elmer	Read Replies (4) \| Respond to of 186894

EP, how long was it before you started getting nervous about the endless Itanium delays? I don't hold any of the chip companies to their word when it comes to delivery schedules, they are rarely on time. Charles we are not talking about a new architecture here, we're talking about a faster speed bin. Faster bins come out on a regular basis up to the point where the design or process runs out of gas. We saw it on the CuMine at 1GHz. We are now seeing it on Athlon. Last year Jerry promised a 1.5GHz Athlon to appear in January of this year. It didn't happen. Why would that be? One possibility is Jerry simply lied. Not uncommon for him. The press won't remember or have the guts to call him on it even if they do remember. Athlon has been pushed to it's limit and there isn't any more on this process, just like CuMine on .18u. The problem is AMD has already spent most of the benefits of a .13u process and the full .13u is nowhere in sight. Meanwhile P4 is ramping at an extraordinary pace on .18u and proving the pundits who condemned it wrong. Intel's .13u process is already here and healthy. When P4 migrates to .13u the performance gap will widen further and AMD will be relegated to the value market. EP