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Thursday, 06/24/2004 4:26:42 PM

Thursday, June 24, 2004 4:26:42 PM

Post# of 151692
Intel shareholders fed up with falling stock price.
Intel shareholders are starting to get upset and have been contacting the company as to the poor performance of Intel shares which are down over $4 so far this year. It's because Intel has no specific strategy that is working. Intel wasn't able to take the performance crown back from AMD with it's paper launched Prescotts, of which the 3GHZ versions are only now becoming slightly available. News is not to expect the 3.6GHZ Prescotts till at least September. But that won't matter because the 3.6GHz parts have been tested against AMD's current best desktop offering the FX53, and the FX clearly holds the title. Now Intel realizes Prescott is too hot, and they start talking dual cores, but they can't do that with Prescott because it's too hot with single core. Looks like Centrino/Banias is going to have to be Intel's bread and butter, and while it's thermal characteristics are good, it is no match for AMD64 in terms of performance. It wasn't too long ago Intel was predicting 10GHZ chips by 2007. We know know there is 0% chance of that happening because Prescott's thermals are red hot. Intel has become a has-been that is forced into following AMD on technology and performance. And all the hype Intel can generate about future products wan't save the stock price. Smart money is shorting Intel.
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