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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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To: phbolton who wrote (96740)	1/19/2000 4:20:00 PM
From: kash johal	Read Replies (2) of 186894

phbolton, re: Transmeta Yes, the get close to 80% when running some office benchmarks - largely integer based. They don't support SSE or 3dNow - but support MMX. They don't show any FPU intensive benchmarks (wonder why)!! The chips will be priced in $120-350 range. They do include the northbridge on chip. Its a GREAT technical achievement. But performance is not very compelling. They were carefull to show the power reduction just for the chip. However as the CPU takes 20-30% of the system power even eliminating CPU power - although good doesn't solve the major problems. On the whole neither AMD/Intel have a lot to worry about. However they may do something in the internet appliance space vs NSM's geode chip. But they don't have NSMs integration (ie no graphics on chip) so even NSM may kick their butt. regards, Kash

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