Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: wanna_bmw who wrote (168922)	7/31/2002 9:39:36 PM
From: Windsock	Read Replies (1) \| Respond to of 186894

Cruel, very Cruel to hold Dan3 to his forecasts. I love it !!

To: wanna_bmw who wrote (168922)	7/31/2002 11:00:18 PM
From: Dan3	Respond to of 186894

Re: "- Northwood with headroom up to 3GHz Yep, I called that one. Its low performance/high mhz does help sales, since any PIII or Athlon over 1ghz, and any P4 over 1.5ghz is all most buyers need, and some will pay more for a bigger number, like they pay more for a red car than a grey one. DDR memory support - yes, copying AMD helps We agree on that. But where would Intel be without AMD to copy? Why do I still see all the AMD based laptops with SDRAM memory? You can buy one from Compaq - somehow that got by the Intel extortion teams. <McKinley based Itanium - bringing its performance closer to that of an entry level Celeron, and maybe this stepping will work. What will it cost and what software will it run? With the exception of a handful of carefully selected benchmarks, on hand coded software, so far, no change. Even given Itanium's horrible performance, it's still quite a stunner that Dell is refusing to sell it - clearly, real world performance is execrable. .13u and 300mm wafer fabs - they've had .13 for months, 300mm may or may not save a few dollars per chip, 300mm is irrelevant. Infineon has been running 300mm for years - are they dominating the RAM industry and making higher profits?" Wow, Dan. Looks like you were wrong again. And in a big way. Intel's .13u process has been its greatest strength. Intel poured a fortune into their current process, which is barely staying ahead of AMD's much less expensive process. Meanwhile, AMD is completing its SOI process to put it 2 years ahead of Intel. Pentium 4 for mobile - kind of says it all, doesn't it? P4 is a terrible core design for a mobile chip, and Intel's leaky .13 won't help much. Mobile is looking very good for AMD next year. Intel's ability to threaten and intimidate OEMs is incredible. But the proportion of AMD notebooks is continuing to rise, nonetheless - eventually high quality and performance win out over inertia and extortion. A .13u process that's already spent - in your dreams, perhaps. Remember that when independent labs analyzed P4 and Athlon using one metric, they found that both had .09 transistors. My .13 Athlon runs cool and quiet, and it's the A0 stepping, much more so than the .18 chip it replaced (while clocked 30% higher). AMD's interim (most of their efforts are going into their SOI process) .13 process is keeping their old style, 32-bit bulk silicon chips competitive while they finish up Hammer on SOI. Intel has nothing but bulk process, 32-bit chips (well, there's Itanic, but it has no software). Look at the results IBM and Motorola are getting from SOI. Consider that SOI can dramatically reduce power consumption, and that Intel is already in something of a corner due to P4's power hungrey design. Did you see the numbers for hammer power consumption? Incredible! They're better even than I was expecting. No wonder why Dell is holding off on Itanic, and no wonder why Intel dropped the price of its fastest clocked Xeons from around $750 to around $225. Won't do them any good, though. In high end, densely packed servers, low power consumption is key. An 8th generation product that has already been delayed 3 times - Compared to Itanium it's racing to market. It's a design that is performance compatible with existing code. It's a design that will be no more expensive to implement that 32 bit solutions, so it can seed the market for 64 bit developers without AMD pouring an extra $5 billion into technical marketing. If Itanium had held as close to its development schedule as Hammer has held to its schedule, itanic would have been sampling in 1996. The jury is still out for x86-64. AMD seems to be having trouble selling it to any of the big OEMs. I wonder why that is? LOL!!! IBM has already announced that they've ported DB2 to it, with the first samples only recently shipped. There are close to a dozen motherboards being shown for it and 4 times as many chipsets are available for the sampling Hammer as for the one year plus production Itanium. AMD has never before had 1/10 this much support from OEMs. Potentially, a much stronger mobile chip - almost certainly, a family of much stronger mobile chips. Even without SOI, Athlon4 looks quite competitive with P4. AMD will have low end and high end, SOI and simple shrink mobile chips next year. I was wrong on that one. .13 Hammer has such low power consumption that they've pulled in the mobile part since they don't have to wait for .09. a recovery in the Flash market - which for AMD will be golden. Flash is a large enough part of AMD's business that a flash recovery will have a huge, positive impact. Intel is basically a one trick Pony, which lives or dies with the corporate CPU market Flash is picking up slowly, but it's picking up. And AMD is now more competitive in flash that it has been for several years - good timing, eh? I'm surprised that you continue to post and waste your time on this thread No need to thank me. In fact, I have a few more pearls to cast....