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

To: Tony Viola who wrote (153674)	1/3/2002 5:57:34 PM
From: f.simons	Respond to of 186894

Re: It has reached the level of absurdity when an analyst upgrades a stock partially based on their inability to distinguish their chip's clock speed from quantispeed. Tony- Isn't this precisely the kind of confusion that Quantispeed was designed to create? You have to give AMD marketing credit. They have analysts equating Mhz to quantiherz. Frank

To: Tony Viola who wrote (153674)	1/3/2002 9:36:06 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: It has reached the level of absurdity when an analyst upgrades a stock partially based on their inability to distinguish their chip's clock speed from quantispeed. You guys just can't stand it, can you? Intel starts shipping the total fraud P4, with performance that barely matches any other chip with a clock 3/4 as high, and you all eat it up. Then AMD calls them on it, as I was begging them to do, including sending emails to investor relations detailing a strategy essentially identical to the one they ended up using. Remember my "the numbers on the chip can't be the nominal clock, they have to be the performance numbers" post? That's what I wrote to AMD, and I won't tell you who emailed back to me, but it was several people in addition to investor relations. And it worked, beautifully, magnificently, and superbly. To the point that AMD Athlons now sell at a substantial premium to Intel processors at a given speed - which was previously unheard of. Maybe they wouldn't have done it the way they did if I hadn't written them. Maybe I'm personally responsible (in part, at least) for Intel's having such a tough time breaking even these days, and you guys all being so miserable. :-)