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Technology Stocks : Intel Corporation (INTC)

INTC 39.50

-1.2%

9:30 AM EST

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To: Paul Engel who wrote (61673)	8/2/1998 11:31:00 PM
From: Bill Jackson	Read Replies (2) of 186894

I twas fear of AMD that made Intel go to a "protected" slot design. It is true that the ever increasing needs of speed and bandwidth and fast direct cache communication are making the sockets obsolete. In fact the slot 1 could be replaced by a motherboard with the CPU on one side and the cache on the other side, many high speed CPUs solve those problems this way. This is in effect what the slot one does. The motherboard would surrender the ability to change the CPU to upgrade it and is a viable way as most motherboards keep their CPus until they die. I am not sure how the alpha solves the same high speed CPU/bandwidth problem but I suspect their is some convergence of design here. Enough that DEC was suing and Intel bought their foundry to stop a side assault on slot 1. AMD however has those rights through a collateral agreement and can make an analog of the slot on, albeit with differing data/memory pathways but with the ability to go fast and wide enough that they will be able to make contenders to 1000 Mhz or so at least as fast as Intel. In any event we are seeing diminishing returns entering into this as each doubling only adds 10-20% to the overall speed of the system. Perhaps once they speed up all other aspects we will get 1000 Mhz Pentium IIs with four times the throughput of a 250 Mhz one(all other parts the same) Now as to marketing. That is like "where does the 500 pound gorilla sit?", wherever it wants to. With money to burn of course it out markets AMD, what else could it do? However marketing and the slot one are an admission that they are failing to keep the technical lead and must now resort to a marketing ploy, like "tiger in the tank" for gasoline. Strange that, as a chem engineer I once worked at the Clarkson refinery and saw many differnt brand tankers filling up from the same point and then spreading out to their respective stations. All the workers buy the cheapest gas with no respect for brand as we knew they were a commodity. Intel is trying that same brute force marketing method to make their commodity chip wanted above all others. They are slowly and surely losing this battle. By small % increments their share slips each quarter, as does their ASP.And now this shortage. I see AMD went up and Intel down? Bill

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