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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Jim McMannis who wrote (91470)	10/31/1999 3:41:00 PM
From: John F. Dowd	Read Replies (2) of 186894

Jmc: INTC is introducing 15 new chips that are all going to be sold this year because the world is worried that they can't produce enough Now if INTC cannot produce enough then no one can. AMD has a tough time producing to the top end spec all the time and hence their miserable performance as a reliable supplier and costs that seem to forever doom them to non-profitability. INTC has the unique capability to produce the spec at such high yields that they are able to meet demand reliably and make a handsome profit while allowing for pricing leeway to dominate by price when pressed by losers like AMD. No doubt AMD has a pretty good chip here but it is no good if you cannot make it in big numbers per unit time and make a profit while doing it. As for .18 INTC will blow AMD out of the water. Compare the R&D budgets of the respective cos.-this is not a game you play one step up from your garage. Concerning RAMBUS the little more speed as you call it will be considerable in terms of moving data in and out of the box you have the cpu installed in. This and the WAN have been the bottle necks in the end to end realization of acceptably high bandwidth. The RAMBUS problem will be solved separate and apart from the CPU problems. The problem as I understand it was that the mobos were geared to RAMBUS and there was a problem with a third slot - so for now they eliminated it. I am sure that these new cpus will run fine on the old style boards but the rationale is what are you gaining if you are bottlemnecked at the transfer rate of the active memory. Because of their vision INTC saw this problem looming and took action to head it off as they came to the impasse that would prevent the realization of near gigahz chip's (and beyond) performance . Those companies that are crowing about having a board that is better than RAMBUS, it appears, have for the moment built a better RAMBUS board and called it something else and INTC is going after them with a vengeance and their customers as well. On the other hand Kensington and others have adopted RAMBUS and have introduced new products based on same. INTC should have been added to the DOW 10 yrs. ago. JFD

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