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

To: Tony Viola who wrote (147155)	11/8/2001 12:46:29 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Tony, thanks. Keep it coming. wanna_bmw

To: Tony Viola who wrote (147155)	11/8/2001 12:49:59 PM
From: Tony Viola	Respond to of 186894

Dirk Meyer up now. Talking about Palomino, what it is. MP intro'd this past June. Oh yeah? T-bred production ship next quarter. Barton H2-02, I think. NOTE, you can't control the slides like you could on the Intel webcast, so you can't go back to check a slide. On a graph have Hammer showing up in 2003. Wonder when it will actually ship? Hammer is M3400 at intro, gets to 4000 later, as in Quantispeed 1900 today. The 4000 is on 0.10 micron, EDITso that would be mid 2003 at the earliest, per an earlier slide. Still rebuffering even after restart, now a solid 10 minutes, so no new info. Whose fault is this? EDIT STOP. So, little better than twice as fast as today's best, but two process jumps to get there. EDIT SOME MORE WEBCAST RESTARTED BUT DIRK MEYER OFF, MARKETING GUY (SOUNDS LIKE, DON'T KNOW WHO HE IS) ON. SUCKS MAJOR, WANTED TO HEAR MEYER ABOVE ANYONE ELSE. AT LEAST GOT INITIAL HAMMER estimates re performance. At first blush, it's scary...to AMD.

To: Tony Viola who wrote (147155)	11/8/2001 9:12:19 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "Said he thought the 116 mm die size estimate for Northwood, from Intel, was "generous" and AMD expected its die to be bigger" Correct - AMD did show that the Northwood die size was 116 sq. mm. If this is true, it is probably the BIGGEST PIECE OF NEWS from AMD's meeting. I repeat - IF IT IS TRUE !! A Northwood die size of 116 sq. mm. with 512 K L2 cache (0.13 micron) will be a HUMONGOUS REDUCTION in die size from the 217 sq. mm.. on the Willamette Pentium 4 (0.18 micron). IF TRUE, this bodes EXTREMELY EXTREMELY EXTREMELY WELL for Intel. Did I say EXTREMELY ? Paul