Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (159552)	2/21/2002 9:03:01 AM
From: Dan3	Read Replies (4) \| Respond to of 186894

AMD still appears on track to be shipping high volume Hammer in Q1 of next year. High volume hammer will be a 64-bit, runs all your favorite software at super high speed, processor. Right now, Intel is priced at a market cap of about $220 billion. AMD is priced at a market cap of less than $5 billion. With Hammer continuing to look "good to go" on its current schedule, AMD stands a reasonable chance of taking market leadership from Intel. No wonder why Intel's stock price has been falling while AMD's has been rising. Intel, given the way things are going, is probably worth 10 times what AMD is worth, maybe 20. But 44?

To: Paul Engel who wrote (159552)	2/21/2002 9:13:37 AM
From: Windsock	Read Replies (2) \| Respond to of 186894

Paul - Re:"He just validated Intel's IA64 approach !!" Absolutely correct. McGrath also said, that in addition to flat registers, he would use a fixed instruction length -- another feature of IA-64.