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

To: AK2004 who wrote (162909)	3/25/2002 5:39:47 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

albert, Re: "so it seems that hammer would ramp up at p4's speed. Seems like whatever is a miracle for intel is below amd's standards - just following your logic" Not my logic. Pentium 4 ramped up to the entire desktop market in less than a year, and by the end of this year - 2 years after launch - it will have also ramped up in the mobile segment, the server segment, and the value segment as well, thereby fully completing it's transition into the marketplace. 2 years after AMD launches Hammer, they only expect it to transition to 50% of their total market. That must mean that Hammer based products for the mobile and value markets are still quite a way off. Keeping in mind that with their platform, Intel needs to transition about 4 times the size of AMD's market, I'd say that AMD ought to generally be able to ramp their product lines faster. Since in this case, they are projecting a slower ramp, I would call that below their standards. BWDIK. wbmw