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

To: Jim McMannis who wrote (164740)	4/30/2002 2:22:15 AM
From: wanna_bmw	Respond to of 186894

Jim, Re: "Yeah, because their .13u process still sucks. Maybe by summer, a year after Intel, it will be working better. Pretty pathetic when you consider AMD was first to copper and maybe 3-6 months behind Intel getting .18u implemented at the most." It's not pathetic. Intel simply had the money to put towards R&D. We should have all seen this coming months ago, given the number of research papers and advancements that Intel has been able to announce. intel.com Jerry Sanders' old analogy of the "Virtual Gorilla" and "Anything that Intel can do, we can do better" simply doesn't work when Intel has an order of magnitude more resources at their disposal. They have the resources to fund more projects, to hire more people, and to do more in parallel. How is AMD able to compete with that? What it comes down to is that AMD can no longer squeeze blood from a stone. They are not invincible, and one amazing design doesn't turn the world's loser semiconductor company into the world's #1 semiconductor company overnight. What it did do, though, is establish AMD as a true Intel competitor, and gave them invaluable mind share from the industry. Intel had grown arrogant, and truly got caught with their pants down, and so they paid the price. But if they have truly filled their future pipeline with better technology to address the new AMD threat, then my guess is that it can only get better from here on. wbmw

To: Jim McMannis who wrote (164740)	4/30/2002 2:11:42 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

RE:"So we might be seeing a "reintroduction" of current speed Athlons, simply rebranded as lower power versions of their former selves" That would be pretty pathetic. Some overlap would be OK though. It's not ideal, but remember, Intel released 1.8 and I think even 1.7GHz Northwood cores as well. I'm sure they're somewhat hard to find, but they're still cheaper to produce because of the smaller die size. Given AMD's very limited fab resources, it makes good business sense to replace the whole line with a smaller die as soon as possible, even if that doesn't give them a lot of new upper end bins.