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Technology Stocks : Intel Corporation (INTC)
INTC 48.26-0.7%Feb 5 3:59 PM EST

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To: Paul Engel who wrote (22643)5/22/1997 9:01:00 PM
From: Aaron Cooperband   of 186894
 
Paul -

Could you please respond to this statement made by David Taylor:

_______

exchange2000.com

"However Slot 1 has EXACTLY the same main memory bandwith compared to socket
7. Not only this but Socket 7 may well be running at 100 Mhz BEFORE slot 1. This
could mean that late this year Socket 7 motherboards would have 50% higher main
memory bandwidth than Slot 1 until Intel introduces 100 mhz slot 1 in 1998.

Yes sure there are many advantages with Slot 1, in particular for multiprocessor
systems, BUT the advantages are NOWHERE NEAR as many as moving from a 33
Mhz 32 Bit 486 socket to a 66 Mhz 64 Bit socket as used in BOTH socket 7 AND
slot 1.

WHAT REALLY MATTERS IS PERFORMANCE AT A GIVEN PRICE.

The fact that Socket 7 motherboards are cheaper than Slot 1 HELPS AMD because it
means that even if an equivalent K6 is priced the same as a Pentium II, the total system
cost will still be significantly LESS for the K6."

_________

I am not an expert at this, but it seems that the K6 may be become a more dangerous competitor to the P-II if motherboard technology improves fast enough.

If this is true, is this something Intel should be worried about, and how much control does Intel have over this situation?

Aaron
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