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

To: TGPTNDR who wrote (160328)	2/26/2002 6:33:53 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

TGPTNDR, Re: "A more realistic description, IMO, would be ""Hammer" is expected to blow Intel's P4 line completely out of the water"." That's of course a possibility, and one that should make INTC investors nervous. Of course, if Hammer does indeed end up having a significant performance advantage over the Pentium 4 (say, on the order of 30% or greater), I'm sure you realize that AMD needs to do the following: - They need to convince the end user that their solution has the benefit of far more performance for an attractive price. This might take more than model numbers, especially for those who still only have the Intel brand name embedded in their purchasing decisions. Better marketing and a better public presence is essential. - They need to convince OEMs to start carrying their processors again. It doesn't help them to cram millions of Hammer processors into the distribution channels, or on the Home Shopping Network. - They need to work closely with their strategic partners to ensure that infrastructure gets launched on time, and that it builds quickly. Another repeat of the Athlon launch would set them even farther behind. - They need to establish a solid supply line, which of course will all come from their one fab in Dresden. This represents a huge risk for AMD. Since UMC will only be manufacturing low end Durons, this represents yet another barrier to AMD increasing unit market share with their Hammer processor - at least until 2005, which is the minimum time to build that second fab of theirs with UMC. - They need to execute, execute, execute. Even though they have more than one operating system booting on their hardware, they aren't out of the woods, yet. And AMD hardly has a perfect track record for getting parts out on time. ;-) Regards, wbmw