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

To: Ali Chen who wrote (154313)	1/8/2002 3:03:56 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

I have presented three facts in support of my analysis. Tench squirming is another evidence. Isn't it enough? I saw your original post. I disagree with your analysis. I think you're engaged in some wishful thinking and desperately looking for any scrap of anything that could lend credence to your claim. Everyone's been moaning over alleged "leakage" issues with Intel's 0.13 micron process, yet the P3 is now running at 1.4GHz. Taking that old core to that high frequency indicates an exceptionally healthy manufacturing process. Semi's posted documented overclocks in the 3.0GHz range for Northwoods, indicating remarkable process heath and headroom. Availability of the P4 2.0A and 2.2 seems to be exceptionally broad, unlike the paper launch of the 1.0GHz and 1.13GHz P3 not so long ago... and the paper launch of the XP 2000+ on Monday. I honestly don't think you "analyzed" the situation. Intel producing fast chips and starting to pull vastly away from AMD challenges your world view that AMD is "winning" some mythical David and Goliath battle. Your paradigm forces you to believe that there must be "severe issues" with the Intel release that they are hiding from the public, and go in search of any scrap of data that could be twisted to support that view...