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


To: wanna_bmw who wrote (161880)3/12/2002 12:34:11 PM
From: Elmer  Read Replies (2) | Respond to of 186894
 
Looks like Intel is accelerating their roadmap. They will probably need the speed to compete with Hammer, assuming that AMD can still launch in the fourth quarter.

I am not one who is overwhelmed by the Hammer hype. If AMD is having problems and the performance won't match the hype they would be pumping the same PR line they are today. I have learned to not pay much attention to AMD hype. I don't believe "AMD has World Class Yields" or "Yields are fine" or "the .13u process is producing excellent yields" nor do I believe Hammer will set the performance standard.

Things have really changed over the last two years. AMD is all mouth while Intel is hitting on all cylinders. The .13u process is extremely healthy and as you can see the performance curve is well ahead of schedule. A month ago Intel's stretch goal was to hit 3GHz by EOY. Now they flatly state they will exceed it before EOY.

This is a company back in the groove.

EP



To: wanna_bmw who wrote (161880)3/12/2002 4:14:26 PM
From: Charles Gryba  Read Replies (2) | Respond to of 186894
 
wbmw, that was my first thought when I read about that. What I would be wary of is that the 3Ghz might be a paper/failed launch like the first 1.13Ghz P3 was.

C