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Technology Stocks : Intel Corporation (INTC)
INTC 50.59+4.9%Feb 6 9:30 AM EST

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To: Kashish King who wrote (14692)3/19/1997 9:17:00 AM
From: Ali Chen   of 186894
 
Rod,
<Speaking of myopic and anachronistic thinking, >
This is an area of Monica's expertise.

<have you stopped to consider that a
low-end workstation, let's call it an network computer,
will require substantial visualization
power? If so, where does the K6 fit in given the
dismal floating point performance and a
complete lack of an AGP solution versus the
many solutions Intel will offer this year?>

These options are not a vital requirement. I hope we have
reached a situation when millions of people brush their
teeth with ordinary toothbrush and are well satisfied.
You are trying to sell voice-activated powered brush with
biult-in TV screen and something else. This is insanity.
To eat a soup you need just an ordinary spoon, nothing else.
I am typing this on AMD486DX4-150 machine. No problem so far.

<Let me help you: the Pentium II catridge will combine all
of the core visualization,
onboard, using Intel's own 3D graphics solutions.
We have clear evidence that people will
pay extra for MMX and Intel is about to extend the value
of Pentium by incorporating 3D graphics and multimedia in
general. That is what the Pentium II is all about.>

You have very high expectations. Don't be disappointed later.
Please look a the history:
Intel was always wery good in hyping peoples like you. All
you said could be true but barely relevant to the subject.
Pentium II is just a PROCESSOR, and slower than K6. As I said
before, the Intel's CPU-centric solution is ten times below
the 3D requirements, and never will with all these cartridges
etc. You need to shrink the design, which means some silicon
solution. Intel need to buy some video company to bring
some expertise.

<That is what will run on the 20 NCs, a cheaper solution,
not a cheap but cheezy and floating-point-challenged, graphically-inept, K6. The chances of them shipping in even
moderate volume are slim anyway. On the server side,
Pentium Pro, and its derivations,
using the SMP architecture owned by Intel and the onboard
L2 cache.>

Why you are so exited about "own by Intel"? Actually, Intel
rips you off. What do you think: with selling price 500% over
manufacturing cost they pay you only 5%. The rest is offset by
inflated R&D, inflated staff, equipment, etc. They
intentionally delay introduction of new products until the
customers are milked off and some competition appears around.
The Pemtium-MMX was a bubble because of K6, so they have to
pick the KLlamath out of their sleeves to look better. I am
afraid the
Pentuim II will also bubble out under the pressure of
competition.

<No matter how you slice it, it keeps coming up Intel.>
Yes, big rolling bodies [including dead ones] have high
inertia. That is true. The question is where they are rolling?

Regards,
- Ali
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