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

To: Win Smith who wrote (142726)	9/4/2001 7:17:40 PM
From: Elmer	Read Replies (3) \| Respond to of 186894

In plenty of cases, the "distance" is negative. Yes we all know that Athlon runs old code better than P4. Show us a benchmark where Athlon beats P4 on new code. EP

To: Win Smith who wrote (142726)	9/5/2001 1:30:28 AM
From: NITT	Read Replies (1) \| Respond to of 186894

re: "You might want to walk through the numbers" This is the same tune that was played at the intro of the original Pentium. 'The AMD 486-100 kicked but on all the exiting software'... It took a long time for 32 bit code to come into the mainstream to take advantage of the Pentium (1-2 years), but people still bought in, and those who did spend a couple more buck were glad when they didn't have to dump the 486 machine because they bought a new game or started doing stuff with newer video and/or graphics intensive software... remember when Turbo Tax and Quicken added video help. Intel passed up on 16bit code with the original Pentium. They decided to focus on instructions and architecture that would bring new applications to the platform or at least make ones that really struggled on the old architecture really fly. I don't deny that you can find some of today's benchmarks where an Athalon wins, but I believe that will be short lived as new/optimized apps are introduced... expect a quicker ramp for this round vs the original Pentium. The large majority of optimized code is being developed for Intel instructions first today. Software developers will take advantage of the Intel instructions and architecture because, like it or not, Intel will have 80% market share give or take a few points for the foreseeable future... and Intel does have the high ground and they are investing and not sitting on their laurels I am impressed with what AMD was able to do over the last couple of years, but it is clear that they have a major challenge ahead that has been significantly increased with the recent economic slowdown. I expect their ASP to be well south of $100 this go around, and Intel will still be nearer $200 with a 4 to 1 unit advantage and a 10 to 1 $ advantage on CPUs alone. Regards Nitt