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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (65102)	11/24/2003 1:24:12 PM
From: willcousa	Read Replies (1) \| Respond to of 77400

I would add the M-class P-4's, hyperthreading, more cache memory, the big increase in super-computer uses of intel processors.

To: Kirk © who wrote (65102)	11/24/2003 6:02:46 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 77400

OT Intel You don't think INtel tried with Centrino and all the wireless purchases? Cisco bought Linksys which is how they do R&D. Both seem to be hot drivers in new laptops where all the growth and profits seem to be today. Add in wireless PDAs that you will soon be able to connect to your PC for easy uploading... Seems they are trying. Oh definitely, Centrino is a winner... but on the intel core technology they appear to be in a bit of a mess with their next generation (high end) processor... this is where the laptops of tomorrow start after all. AMD released the 64 bit chip... intel responded with the Prescott but it runs so hot I can't see who would want it. I don't think anybody buys the "year of the itanium"... so thats two next generation chips from Intel which are non-stellar. Of course they have centrino and their marketing machine but I think they could have done a better job with engineering especially with cooling technologies, after all they have 10x the resources of anybody else. =DJ Intel New Chip -3: Current Leakage A Growing Issue Analysts, however, said Intel could have difficulty keeping to its 2005 schedule for the new technology. The big chip maker tries to bring up a new generation of production technology every two years. It adopted 130-nm production equipment in the second quarter of 2001, but has fallen behind with its 130-nm replacement. The company still hasn't got its 90-nm technology into commercial deployment more than two years later, said Kevin Krewell, a senior analyst at the research firm In-Stat/MDR. Intel's first 90-nm chip, code named its Prescott, is expected this quarter. Krewell believes Prescott has been delayed due to the excessive leakage of electrical current, an increasing problem as chips get smaller and coatings of different metals and materials get thinner. As more power escapes, performance suffers. Leakage "has been the fly in the ointment," he said. Intel can adopt a more advanced production technology, but it also must design clever chips to take advantage of it. Bohr nevertheless said the 65-nm milestone suggests that "Intel continues to track Moore's Law with a new technology every two years."