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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

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Dec 26 9:30 AM EST

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To: Jim McMannis who wrote (94109)	12/15/1999 6:52:00 PM
From: Tenchusatsu	Read Replies (3) of 186894

Jim, <I thought the i810e was the 133 MHZ proliferation of the i810. So the Solano will be another.> 810 has a 66 MHz processor bus and PC100 SDRAM. 810e has a 133 MHz processor bus, but still has PC100 SDRAM. In other words, it's just a way to shoe-horn a Pentium III into an 810 system. Solano will finally upgrade the memory channel from PC100 to PC133. In my opinion, PC133 SDRAM is a perfect fit for 810-based systems because of the nice price and performance characteristics. Confusing, isn't it? <If the 133MHZ proliferation of the i820 will take a couple more months after the Solano then things might not be as rosey as I thought.> It's kind of a bind for Intel. The PC133 proliferation of 820 is just a stop-gap solution, but by the time it's released, there might be no more need for the stop-gap. I guess that's exactly where Via's chipset fits in. Despite its shortcomings (poor performance and maybe lower standard of reliability), Via has the time-to-market advantage here. Tenchusatsu

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