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

To: wanna_bmw who wrote (155419)	1/15/2002 12:33:17 PM
From: Jim McMannis	Respond to of 186894

apparently so.

To: wanna_bmw who wrote (155419)	1/15/2002 12:54:12 PM
From: Elmer	Respond to of 186894

While in the short term, Intel could put the squeeze on AMD by increasing the clock frequency of Northwood to 2.4GHz, or maybe even 2.6GHz, but the problem would be if those frequencies yielded much smaller units. As fingolfen pointed out, that wouldn't be in Intel's best interest. Right now Intel can deliver volume at those speeds and enjoy good margins. AMD can't deliver meaningful quantities of highspeed parts so Intel has the highend pretty much to themselves. More fabs will be converting to NorthWood and 12" will be online in due course. Delay 2.4GHz while enhancing yields, fixing speedpaths and further shrinking the die until AMD shows signs of catching up. Then introduce a higher bin. No need to push it when there is nothing to be gained at this time. Intel isn't out to destroy AMD. Since there is no rush right now, Intel doesn't need to risk having another Pentium III 1.13GHz fiasco by pushing out too many Northwood frequencies before they are ready for them. Therefore, I think that Intel would do well to simply keep up with (rather than completely surpassing) AMD's releases, and always stay one step ahead of even their model rated numbers. In this way, Intel can continue to boast performance leadership, and at the same time, maximize profits by getting great yields on their highest productised frequencies. Precicely! EP

To: wanna_bmw who wrote (155419)	1/15/2002 1:56:22 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

wbmw, similarly to Intel not rushing the fastest P4 out there they might be able to right now, IBM, at some points in their history when they had competition for mainframes, but were in the lead in performance, was known to hold back a faster machine or two. They'd do it if they were sold out of what they were currently shipping (same with P4 now?). The market will only bear certain prices, so why give away the extra performance if you don't have to? They'd also have that machine waiting there to trump the chimps when they released a faster machine. Possible drawback? You may get complacent. To Jim, for the fifth time lately, it ain't easy (e.g. releasing a 2.6 GHz right now). Takes time, like Fin and mbmw are saying, tweaking and tuning. That's what steppings are all about. Tony