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

To: Elmer who wrote (167482)	7/6/2002 2:43:33 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Elmer, this isn't the only way AMD is revealing their cards to Intel. AMD's roadmaps also tells Intel what to expect. The 'Droids think AMD is sandbagging, but I think The Elmer Theory (AMD has no other choice but to inflate expectations for Hammer) is more plausible. I wonder how you describe the opposite of "being lulled into a false sense of complacency." It seems Intel is being motivated into taking on a much tougher threat than AMD can realistically pose. Tenchusatsu

To: Elmer who wrote (167482)	7/6/2002 6:30:23 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Elmer, Re: "The thing is they have no choice. Don't give samples and they have zero chance. Give samples and they has some chance, however small. They have to give samples and Intel gets the info. They might as well give samples to Intel... No way around it." I think Intel generally faces the same kinds of challenges. Give out samples of anything, and info is likely to leak to the competitor. Don't believe for a second that it can't happen. However, the one saving truth is that by the time a product gets to the stage where Intel or AMD can ship engineering samples to their customers, it's really too late to create anything that can counter as an intercept. At the most, getting leaked info at this point merely gives Intel or AMD a "heads up" on what they'll be facing 6-9 months down the road, and if they alter their roadmaps in a hurry, they might have something to counter in another couple years. I would assume that Intel and AMD have a good idea about the others' short term roadmaps, but how much good it does them is questionable. wbmw