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

To: Elmer who wrote (149134)	11/22/2001 12:41:06 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Elmer - Re: "So what do your chicken bones tell you about INTC and AMD?" They forgot to tell him to unload his AMD at $48.75 !!

To: Elmer who wrote (149134)	11/22/2001 1:00:09 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

Elmer, nice of paul to pat your bum every time you post.

To: Elmer who wrote (149134)	11/22/2001 1:20:07 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"So what do your chicken bones tell you about INTC and AMD?" That the worst for those stocks is behind us...long way to retest the lows so that's not any great prediction. Intel will probably do a bit better in the short run though...already has, institutions favor it as well. Think back how Intel has worked through the disaster of the i820, MTH, Rambus, even Timna (much of which was Rambus related). This would have buried a lesser company especially if they had some real serious competion. We know the P-4 is a real suckey chip on SDRAM but Intel has BSed their way through it and will get to DDR (even dual channel). DDR is close in price to SDRAM so Intel won't literally have to ship a $50 with each P-4. Intel has also added another 256k cache to the P-4 which will add about 5-7% to the IPC. (every little bit helps). So the P4 will scale, the die will be smaller and it will work reasonably well DDR which is cheap. So Intel has almost escaped the RAMBUS debacle. P-4 won't be nearly "as" bad. I wonder what would have been had the P4 actually been designed for DDR. Meanwhile, AMD will have to explain modelhertz...which is not as easy as raw Mhz... Palomino DT was about 6-9 months late and the Hammer has backed nearly a year. So AMD has blown one hell of an opportunity on the desktop. I think they are doing fairly well in notebooks but I've also seen a pic of an ASUS p-4 notebook which means AMD will have to go to a rating system on their notebook chips too. A slow economy may well hold down the itanium but even though its still buggy and not selling, Intel has at least a year to work on that before Hammer... Had AMD been on time or close to it, Intel would be really nervous right now... Jim