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Technology Stocks : Intel Corporation (INTC)
INTC 35.52-1.2%3:59 PM EST
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To: Tenchusatsu who wrote (83717)6/17/1999 7:44:00 PM
From: kash johal  Read Replies (1) of 186894
 
Tench,

Re: Bad news for Intel I'm afraid.

Thresh's firing squad - a notorious pro-Intel site has Intels pricing for rest of year. Obviously before the latest screw ups.

Anyway their report also contains the follwoing bad news:

Possible delays?

What are some of the issues that may stall the introduction of new processors and/or chipsets? Well, we all know about 820's problems with RAMBUS manufacturing/pricing. What we've also recently heard is that Intel has a huge surplus of low-speed Celeron CPUs and leftover LX chipsets which is causing something of a financial burden on them (at least in the business sense), and these are going to have to be offloaded before Intel can begin pumping new chips in earnest.

AMD again
Again, even while considering the astronomical numbers posted by AMD for the K7, don't think that Intel is losing too much sleep right now. FiringSquad isn't in the camp that believes Intel has 10 different next-generation designs they're just holding back on because they control the market, but it's going to take time for AMD to establish market share and more importantly, credibility with the K7.
As much as we want to see a 40% increase in floating point, AMD is notorious for not being able to ship in necessary quantities. It's no longer an issue of "either they will or they won't," even their distribution and sales partners consider it a case of crying wolf.

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