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


To: milo_morai who wrote (160388)2/27/2002 2:04:54 AM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Milo, Re: "Guess it's good news Sledghammer is out already."

Making a Sledgehammer will not be a problem for AMD. All they need to do is add some extra cache, and the other 64-bits to the DDR interface. As for the platform - getting 4-way and 8-way Sledgehammer configurations to operate coherently with the kind of setup that AMD has in mind - now that will be a problem.

Re: "Your AMD stock will do well over the next 18 months IMO."

I am hoping for some moderate gains. More would of course be better. I am still more bullish for Intel, but not so much due to their CPU business as I am for their newly invigorated "other" businesses - something that people continue to treat quite skeptically, despite Intel's growing power and ever convincing new product launches.

wbmw