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

To: Elmer who wrote (164931)	5/6/2002 2:01:47 AM
From: Monica Detwiler	Respond to of 186894

"While all of you AMD fans are going to hate hearing this, the Intel Pentium 4 2.53GHz CPU puts Intel squarely back in ownership of the performance crown and we think anyone would be hard pressed to argue otherwise." hardocp.com

To: Elmer who wrote (164931)	5/6/2002 2:14:40 AM
From: Monica Detwiler	Respond to of 186894

"Conclusion: P4/2533 Leads In All Tests The results of this test don't leave much room for doubt, while also not offering a lot of surprise. In all 25 benchmark disciplines, the Intel Pentium 4/2533 is well ahead of the AMD Athlon XP 2100+. Together with 533 MHz RDRAM, the P4 gains accordingly in performance through an FSB clock that has been increased from 100 MHz to 133 MHz. The overclocking benchmarks show how far the processors can be pushed. Not even an overclocked AMD Athlon XP 2100+ with a water-cooling system can offer serious competition for the tuned Pentium 4/2800. Here, it should be noted that the P4/2533 ran stably at 2800 MHz with a standard CPU cooler. Times are getting tougher for AMD if they want to stay on top of things. The new Thoroughbred core needs to be released soon and then we need to see some hefty clock speed to keep up with Intel's Pentium 4. " tomshardware.com

To: Elmer who wrote (164931)	5/6/2002 8:25:38 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: P4 destroys Athlon in all benchmarks. It's a complete wipeout. But even though they can't ship anything, don't forget AMD has "World Class Yields"... Elmer, the company that can't ship its high end speed grades is Intel. The big mystery: with its $18 Billion in capex in the past 3 years, why are Intel's top three speed ranges limited to half (or fewer) the number of pages AMD's fastest chip has on pricewatch? It does look like Intel's 2.53 part, on a dual channel motherboard, is faster on many apps than AMD's 2100 part on a single channel motherboard. If Intel is willing to sell those for $200, AMD is in trouble. But if Intel sells them for $200, Intel is also in trouble. The last 10% of performance is important enough to only a few buyers to get them to spend for that marginal increase in speed. If this weren't the case, AMD would have killed off Intel last year, when it was dominating. Meanwhile, Intel certainly appears to be unable to ship volume of anything faster than 2GHZ. There are nearly twice as many listings for AMD's 2100+ as there are for Intel's 2200, 2400, or 2533. pricewatch.com Unless Intel is having serious production issues, it must be that the market has decided that a 2ghz P4 or Athlon 2000+ is as much speed as it makes sense to spend money on.