Intel Corp (INTC)

[facsnotfiction]

fingolfen
The scenario looks to be playing out differently this time with Intel stumbling again and again, with one delay after another. As far as how power hungry AMD chips are at .13 micron, A64 has lower thermals than Northwood. I don't expect any change when AMD goes to .09 micron because P4's have always had higher thermals than AMD chips. The last good chip Intel had in terms of thermals was P3 which is essentailly being called Pentium M. AMD is going to attain higher clockspeed at .13 which will be more than enough to keep them ahead of Intel on performance the rest of this year. By the time Intel has Prescott 3.4G, AMD will have FX-53 and likely A64 3700+. Also do not forget AMD and IBM have analiance now which precedes the move to .065 micron. Bottom line Intel banked on AMd's 64 bit offerings failing, and they were wrong. Now they must scramble to find an answer.