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

To: Tony Viola who wrote (147149)	11/8/2001 3:38:46 PM
From: Jim McMannis	Read Replies (4) \| Respond to of 186894

RE:"AMD is in trouble with their 1.8 GHz max. in Q2-02." How is that? 1.8 GHz = 2200 model hertzies. 2 Ghz = 2500 model hertzies. That's without adding cache... Still, they gotta' get to hammer... Jim

To: Tony Viola who wrote (147149)	11/9/2001 9:08:12 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: their 1.8 GHz max. in Q2-02 Intel has had one very bright spot in the past two years, and that's the trace cache. Probably originally targeted to arrive with the P4, it appears to have been introduced instead on Coppermine PIII when P4 was delayed and PIII began falling badly behind Athlon. The trace cache essentially allows for dynamic reprogramming of the chip's microcode, making it very good for the types of operations (rasterizing printer images, iterating through certain matrices, etc.) often performed by DSPs. On general software, however, the trace cache isn't often significant (the whole concept of a programmable machine, after all, is that there is a constant stream of new instructions, not the same ones used over and over again). Because of this, depending on the code, AMD's current single and dual processor offerings range from being as fast as Intel's fastest to twice as fast as Intel's fastest. AMD presently has a huge performance advantage over Intel, and this is being demonstrated by AMD's ASPs rising as Intel's ASPs are falling. Having a faster chip design also benefits AMD in that they have been able to limit their fastest marketed chip to speeds at which a large fraction of production is binning. Intel, on the other hand, is forced to cherry pick a few fast processors to be able to offer something even slightly competitive with AMD. The inevitable result is shortages of those high speed, cherry picked, chips, and the result of that is increased market share gains at the high end for AMD. One system integrator, who ordered a large number of parts, was told by his US distributor or that the 2GHz Xeon was in such short supply it was only able to send him two. He cancelled the order, saying: "Politically I see no will on Intel part to support such product unless is aimed to the usual partners, one in particular I guess. We manufacture our own systems, and it is sad that Intel wants to compete with its own customers." Intel is even having difficulty finding enough samples of the 2GHz Xeon to seed the channel with, he told the INQUIRER. Last month, we reported that Intel was having difficulties supplying top end Pentium 4 processors to its customers, which it claimed was caused by "demand". It postponed the introduction of its .13 micron version of the Pentium 4 until early next year, and while there is no shortage of 423-pin Pentium 4s, the more popular versions using 478-pins are in very short supply. And earlier this month we reported a drought of Itanium parts, believed to be caused by an erratum. In addition, the high end 900MHz Cascades part is still not shipping because of a problem with manufacturing, although Intel told us in August that this problem had been fixed. 213.219.40.69