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To: AK2004 who wrote (53951)9/6/2001 2:41:13 PM
From: PetzRead Replies (1) | Respond to of 275872
 
albert, thanks for the Eric Rothdeutsch report on Intel. It was nice that you cleaned up the extra linefeeds and highlighted some stuff.

Other than more pins (478 vs. 423), how is the new P4 different than the old one?

Is the die size smaller? Lower power consumption (at same frequency)?

Are all 2 GHz P4's using the new socket?

Petz



To: AK2004 who wrote (53951)9/6/2001 3:18:19 PM
From: Cory GaultRead Replies (1) | Respond to of 275872
 
Albert:

You forgot to highlight this part......the bottom line conclusion.

"Investment Thesis
We believe that Intel should continue to dominate the MPU market while facing
an environment of limited competition"

AMD now being referred to as "limited competition".

CG