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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.3%

Dec 12 3:59 PM EST

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To: Yaacov who wrote (104058)	6/6/2000 11:13:00 AM
From: Burt Masnick	Read Replies (3) of 186894

Yaacov, Intel is delaying the Timna, their highly integrated LOW END chip that was designed to work with Rambus. The memory translater hub (MTH) chip is necessary to have it work with conventional RAM. But the MTH seems to have enough design or manufacturing problems that it is an unreliable part. This is undoubtably a big time snafu. However, the incredible upside is that Intel, due to extremely high demand, didn't have enough capacity for enough wafer starts. Now they can shift some of the scheduled Timna starts to other products, probably a mix of Celeron IIs, Pentium IIIs and Willamettes. Because they can use those silicon wafers previously scheduled for Timna for other high demand products (maybe even Xeons) they won't suffer any revenue loss and might even pick up some revenue. The problem is that they are letting Via possibly get into the low end business. I suspect they will price the low end Celerons very agressively. Shalom, Burt

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