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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

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Nov 7 9:30 AM EST

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To: bhagavathi who wrote (100707)	3/11/2000 2:53:00 PM
From: Paul Engel	Read Replies (2) of 186894

Mula - Re: "Imagine if X-Box starts shipping on Willamette systems. This would blow away the PS2 and the whole game market segment will be wintel. " Because Microsoft chose an x86 architecture, the X-BOX can evolve in performance as the x86 architecture evolves. So, Willamette's "architecture" is a definite possibilty, but I would assume that it would be a "fit" for a second generation X-BOX, and the Willamette "SHRINK" on a 0.13 micron process is available at a low cost. If the X-BOX is a success, I would suspect that Intel could devote a small cadre of designers to supporting this platform, possibly generating a new "TIMNA" version of Willamette (again on a 0.13 micron process) with integrated memory controllers. Paul

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