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

To: wanna_bmw who wrote (162410)	3/17/2002 10:00:22 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Beamer - Re: "Then, of course, there is Hammer, and all the rules change at that point. However, if AMD's model number system remains unchanged, then it's possible that their M3400 Hammer won't be conservative, but rather optimistic. If Northwood continues to scale better than model numbers, then Hammer's projection, which was taken months before Northwood was ever released, could be the result of AMD underestimating how well Northwood will scale. Along with the faster front side bus, Intel may not fall as far behind as they anticipate." If the ClmmHamster is really a 2003 product, and the "industry ramp" (Muthaboards, chip sets, debugged MutheBoards and debugged chip sets) doesn't get going until Q2 2003 - or even Q3 2003 - the ClamHamster will not be going up against Northwood - it will go up against Intel's new 32 bitter at that time - Prescott. Thus, Hamster vs Prescott will be the proper comparison. Now, besides being smaller amd cheaper and faster, my sense is that Prescott will contain a few other goodies - such as enlarged caches (L1, L2) as well as Hyperthreading. As Fyodor's data shows, these improved caches will give Prescott an additional performance kicker. Paul