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

To: wanna_bmw who wrote (159358)	2/19/2002 11:34:52 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: But they are no more of a competitive threat to Intel than when they launched the K7, and despite having a much inferior performer (the Katmai), Intel still managed to avoid defeat (by later launching the Coppermine). While you are all worrying about the Hammers (as you should be). You are ignoring a set of circumstances almost identical to those of today that took place when Intel got to .18 a few months ahead of AMD, and Pentium performance caught up to Athlon .25 performance with a .18. Now Intel has caught up to AMD's .18 processor with a .13, but AMD's .13 is about to be released. Expectations for AMD's .18 were very low, since Intel had everyone convinced that AMD's .25 was already a ".25/.18 hybrid" which would make any gains AMD could get from the shrink to .18 minimal. Of course, when AMD's .18 was actually released, it substantially outperformed Intel's .18, much to everyone's surprise. Look at it this way, thoroughbred, and AMD's .13 program in general, has slipped somewhat (just ask Paul!). Unless the .13 process is considerably advanced from the .18 process, what possible reason could there be for any delay at all?