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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%Feb 10 3:59 PM EST

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To: William Hunt who wrote (27998)8/2/1997 4:14:00 PM
From: Paul Engel   of 186894
 
William - Re: "...does that mean that D2 has manufactured enough for the notebook market until the FAB 12 in ARIZONA kicks in ?"

Fab 12 is supposed to be in production around September/October. The initial demand will most likely be "modulated" by Intel's pricing, which will reflect their ability to meet expected demand.

Bear in mind, these will most likely find homes in Pentium MMX 200 and 233 MHz notebook computers - which will sell for a nice premium - $3500 - $5500, I'd guess.

When Fab 12 kicks in, the die size reduction in the device, plus 2 wafer fabs in ramp mode should meet the forecasted demand. Don't forget that Intel will have two more fabs on line in Q1 producing devices on the 0.25 micron process, including the Deschutes.

Re: "Are the chipsets manufactured internally in INTEL - do they have total accountability for the design and manufacturing schedule ?"

The notebook PCs should use the 430TX chipset which has been in production since January or February of this year, I think. This is an Intel designed product, built in Intel Fabs.

Re: "The new motherboard with the slot one design - is it manufactured by INTEL or the secondary market in TAIWAN ?"

The Slot 1 is for Pentium II devices (not the Pentium MMX).

Intel makes their own version and I have seen these made by at least two Taiwan companies as well as Tyan (I'm not sure if Tyan is American or Taiwanese).

I have seen these recently selling for as low as $194, so the price has come way down since the introduction in May.

Intel will be introducing the 440LX chip set late this month which will add AGP support, SDRAM, UltraDMA, and other features. It will run at 66.66 MHz, however.

Re:" Is their a preliminary date for possible introduction or does it co-incide with the 440bx chipset ?"

The 440BX won't be introduced until late this year - sometime in Q4. It will have a 100 MHz "Front side" bus and should roll out in tandem with the Deschutes chip (0.25 micron). Again, these are separate events from the September 8 introduction which is a Pentium MMX roll out on the new 0.25 micron process.

Since you're up in the mountains, do you mind telling me what computer (or NC !!?) you are using for Internet access? I'd be interested in hearing how you do it from a remote location.

Paul
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