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

To: Petz who wrote (155597)	1/15/2002 8:10:36 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

I expect the IPC of Hammer to be equal to or greater than XP due to the integrated memory controller. At these superhigh clock rates, reducing latency does more for IPC than any other architectural change. It may well be a 2.7 GHz Hammer that garners a 3400+ rating. Well, even though the CC was a bit gloomy re the economic outlook, and the fools are mistaking capex lowering by Intel as a weakness for Intel, I feel damn good about Intel's products, especially the P4, shipping in increasing volumes (2X again this quarter) and on a clock frequency increasing roadmap that I have confidence in. This is vs. the paper tigers AMD has, viz., 0.13 Thoroughgood and Hammer. Tony

To: Petz who wrote (155597)	1/15/2002 8:20:50 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 186894

Petz, Re: "It may well be a 2.7 GHz Hammer that garners a 3400+ rating." I agree with you about Hammer IPC being greater than Athlon XP (in fact, I am predicting 10-25%), but I think you are overestimating frequency. This is just my opinion, but I don't think Hammer will launch above 2.4GHz, and I am putting my guess more at 2.2GHz. 2.6GHz might come later on in 2003, but not at the launch. If AMD changes nothing with their model number scheme, then 2.6GHz will come out to a model 3400+. However, I think that model 3400+ will be based at 2.2GHz - hence a bloated ranking, and hence it will have pressure from Intel. wbmw