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

To: Tenchusatsu who wrote (80659)	5/10/1999 12:29:00 AM
From: kapkan4u	Read Replies (3) \| Respond to of 186894

Hi, I have just joined SI to pass along this important information. My sources tell me that the AMD K8 design team has taped out a month ago and is already working on the next generation processor K9 (code name DOG). On a more serious note, I am long on both AMD and INTC. Here is my take on how the two investments play together. I bought AMD as an insurance to protect my substantial INTC position. I am nervous about INTC's aging p6 core. The WMT core is a year away which creates a window of opportunity for K7. When WMT goes into volume production, K7 will be on 0.18cu running at 1.4G at half the WMT's die size. Many AMD's manufacturing failures are probably due to pushing the 5 stage k6 to over 400 mz. I suspect that Intel could have had similar problems had they tried to push the p5 core to over 400 mz. Having said that, I am long on INTC because I think the Internet is creating an explosion in demand for servers for the next 2-4 years. They have the capacity to satisfy that demand. The SMP Xeon platform will probably see little or no competition from K7 for about a year. Windows 2000 and post-Y2k corporate buying will propel INTC's earnings into the 3.20-3.80 range for the next year.