Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: wanna_bmw who wrote (153470)	1/2/2002 2:43:47 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

ABMW, from DeMone's article (thanks for posting that): Although AMD will also migrate its K7 core to 0.13 um later in 2002 with both bulk and SOI versions, it is unlikely to be in the position to regain the performance advantage over Intel it previously achieved with the T-bird and XPU Athlon until its new 64-bit Hammer core ships. I wonder how late in 2002 he expects 0.13 Athlons. The way he words it, later in 2002, would make me nervous if I was an AMD holder. The timeframe for Hammer's release, with all its high degree of difficulty dependencies, renders a fear factor for Intel pretty far out into the future in CPU chip time. Kind of like dog years, one year feels like about seven. Another New Year and no Hammer tapeout yet, unless Jerry's keeping it a secret. Tony