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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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Nov 21 9:30 AM EST

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To: Scumbria who wrote (104817)	6/24/2000 2:28:00 PM
From: Paul Engel	Read Replies (2) of 186894

SCUMbria - Re: "This story is rather different from the 820 early days. It seems to me that there is one major difference between the 820 and 815. Maybe some one can help me out with this?" Good point. The 820 with Rambus memory requirements flew in the face of everything Taiwan stands for - cheap (I don't mean this in a derogatory sense) components and motherboards. Taiwan MB manufacturers rapidly adopted the cheaper VIA PC133 chip set (let's call it Cheap Set, OK?) even though the performance of such systems lagged those of Intel 440BX-PC100 SDRAM based systems. A lesson for Intel - They need to now segment their Chip Set offerings - creating reasonable fast, low cost chip sets that use lower cost components (i.e., memory) for the wide market segments driven by Taiwan manufacturers. A higher performance chip set for Only-Speed-Is-Important applications needs to receive its own market segment - 820, 840, etc.. Unfortunately, Intel has 18 months of lost ground to catch up - but the i815 is a good start. However, among server chip set offerings, Intel has lost nearly all that market to ServerWorks - so Intel has a big void to fill in that arena as well. Paul

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