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

To: semiconeng who wrote (159890)	2/23/2002 2:40:42 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

semiconeng, THERE IS NO PROBLEM WITH INTEL'S 0.13u PROCESS... Good, adamant expression. Here's another opinion in agreement that I don't thing has been posted, albeit it's Magee. The Northwood shortage claims ought to be treated as the sky is falling or the boy that cried wolf type stuff from now on. Just too much evidence saying Northwood is fine. Back to the Rumor Mill! Guys talk, you hear things...right? Some fan sites have been mentioning Intel Northwood "shortages" in their news blurbs. We can't really find out solid information to prove Intel shortages. Seeing that Intel ships 4 to 5X more CPUs than AMD on almost all parts, we would have to guess that Intel's .13 micro process is extremely solid at this point. Almost all shortages that we were hearing about in December on Intel CPUs seem to be disappearing with the exception being some of the lower end P4 CPUs. Intel is reported to have four fabs cranking out .13 micron parts covering Celeron, PIII and P4 cores. Count on seeing 2.8GHz P4 and maybe 3GHz in December and remember those badboys will be fueled with dual channel DDR on a synchronized 133MHz DDR bus. I would not hold my breath on the 3GHz mark being reached this year. 2.8GHz P4s have already been spotted in Taiwan being used in mainboard R&D facilities. On The Other Hand: On the other hand we are hearing that AMD and their .13 micron technology is not coming along so easily or at least that is what someone told me in a note that was passed during algebra class today. AMD when directly questioned on this does not have much to say but it is our guess that they are not finding .13 micron process to be as easy as Intel has. There are still not many folks on the planet that we can track down that have either used or seen a working Thoroughbred core CPU, although I did see non-working TBred in Las Vegas at Comdex in November. Come to think of it, Jan Gütter showed me a non-working TBred in Germany last year at CeBIT. Damn, don't they have any that work!!?? hardocp.com Tony