Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.62

+9.0%

11:41 AM EST

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To: Mary Cluney who wrote (141739)	8/16/2001 10:26:31 AM
From: Dan3	of 186894

No one is clear about the reasons, but they provided us with three intelligent guesses. 1) Intel still has considerable amounts of 850 chipset in inventory, which may not move once the transition to i845, and 478 pin happens. The 423 pins support 850 chipset only, which in turn supports RDRAM. 2) Intel is sitting on a large inventory of 423 pin processors. The Intel official price list shows the same prices on 478 pin and 423 pin chips as of today. Intel think tank may be feeling that the transition will cost heavily on their inventory of 423 pins. By the way, Pentium III 1.3 GHz and Pentium IV 1.4 GHz are only built on the 423 pin base, hence there are huge rebates on these chips. 3) There is a shortage on 845 chipset based motherboard components including the chipset itself. It is apparent that Intel will do the level best to move its Pentium 4 processors on to the 478 pin platform. However now it seems that transition will take more time than expected. Meanwhile the brokers in Hong Kong and in India are expecting back hand rebates on some of the chips during late September See the rest at: 213.219.40.69

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