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

To: wanna_bmw who wrote (165323)	5/22/2002 4:12:54 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

But for the former, it doesn't appear that it's going to resemble the lackluster support for the K7 launch. MB availability for the K7 was very poor, but by and large the K7 worked well with existing components, and it was initially a low-volume part. AMD has shown that they are capable of executing, but has recently started to slip a little with respect to Intel. Too many people seem to want to trivialize the challenges AMD faces in getting the K8 to market in any form, and I don't think that's healthy or smart. AMD still has no mainstream 64-bit OS on tap, and the release is as soon as 6 months from now. AMD is yet to demonstrate chips running at release speed (whereas Intel has demonstrated 3.5GHz parts, and people are routinely overclocking N-wood to 3.0GHz). In order to actually sell into that infrastructure, AMD must be able to deliver the parts. Their 0.13 micron bulk process has been poor and late, why are so many people so willing to believe that the 0.13 micron SOI process will miraculously appear on time with good yield and bin?