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

To: Dan3 who wrote (147323)	11/10/2001 11:20:19 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Dan, Re: "Intel's last, desperate, hope is that the combination of the P4 core and its .13 copper process will put it back into the race with AMD - and it might." Why do you consider this a last hope? Intel's .18u Pentium 4 is already beating AMD's .18u Palomino in sales. Intel's marketing is so much better that, despite QuantiSpeed ratings, Intel is still selling out of Pentium 4 CPUs (even to the point where there are shortages). If you're right about Intel's .13u process allowing it to catch up to AMD in performance, I can only imagine that the situation will improve for them. Just remember that the more AMD gains in market share, the better a product they will need, and the better they have to push to get it accepted. Getting from 10% to 20% market share was a cinch with a processor as powerful as Athlon, but so far, they have not been able to advance by much. Even lowering ASPs to $60 hasn't allowed AMD to climb very far in market share, yet you seem to think that Palomino is the ticket. Maybe putting out confusing model numbers causes some people to question the megahertz myth, but without performance to back it up, model numbers won't mean a thing. AMD plans to be very aggressive with their model numbering scheme, which puts more pressure on them to prove a clear performance advantage. With much more to lose, it appears that AMD is the desperate one. Although I'll grant you that Hammer seems to be an impressive addition. Of course, we don't know what Intel has on the horizon. Any improvement in IPC that Intel can squeeze in the Netburst core will have a large improvement on overall performance, since the frequency is already that much higher. That's why I am wondering why you consider the .13u Pentium 4 Intel's last hope. It seems that they are already still in the race with AMD (and winning), while the .13u Pentium 4 will help them keep their gains through at least the rest of K7's life, which may be sooner or later, depending on if there are any more delays to Hammer. wanna_bmw