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

To: combjelly who wrote (157222)	1/29/2002 10:56:49 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Combjelly, Re: "The important point is March or April. AMD is slated to have A4s running at 1.5-1.6GHz in that time frame. How fast are those mobile P4s supposed to be? About the same, you say? Considering that when you have a P4 and a XP at the same clockrate, the P4 gets slaughtered in performance..." I won't claim that Intel will have an easy time in the mobile segment this year, but there are two realities that you AMDroids ought to understand. The first is that in order to be in a better position, AMD has to deliver on the performance. If Thoroughbred is late, or if it doesn't hit the heat/power requirements, then Pentium 4 will be there to maintain market share. The second thing is that, even should AMD deliver on time, they don't gain share immediately on delivery. The Intel brand name will continue to sell, and I wouldn't expect Intel to let AMD model numbers make their notebooks look that much faster than the Pentium 4. I imagine them to call foul once model numbers start surpassing megahertz. What will result from that, I do not know; however, you shouldn't expect any of the OEMs to have any trouble selling out of any and all Pentium 4 chips that Intel can deliver. wbmw

To: combjelly who wrote (157222)	1/29/2002 1:55:08 PM
From: Tony Viola	Respond to of 186894

CJ, The important point is March or April. AMD is slated to have A4s running at 1.5-1.6GHz in that time frame. How fast are those mobile P4s supposed to be? About the same, you say? Considering that when you have a P4 and a XP at the same clockrate, the P4 gets slaughtered in performance... Compaq has learned how to play ball. If they snub an Intel offering now, they could get the sh!tty end of the stick later with regard to deliveries, etc. They can't afford to be on the outs with the manufacturer that has all the infrastructure support, you know the rest of the mantra. Besides, you know that Intel catches up sooner or later in performance, i.e., where they're not already in front. Tony