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Technology Stocks : Intel Corporation (INTC)
INTC 48.59-1.3%3:59 PM EST

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To: Aaron Cooperband who wrote (22957)5/27/1997 10:22:00 PM
From: David Taylor   of 186894
 
Aaron,

Re: "It seems as though AMD/Via have a more difficult uphill climb than Intel with their respective 100MHz chip sets. Given this, it may be reasonable to assume that Intel comes to market first, and thus maintains their lead."

I just read that Via have announced their Socket 7 AGP chipset. This chipset will be ramped up in volume next quarter. I think your above assessment is incorrect. As well as the AGP now being introduced for Socket 7, a number of Chipset vendors are now OFFICIALLY supporting the 83.3 Mhz bus. This bus has been supported for a number of months but not officially. These motherboards also support 33 MByte Hard disk access and up to 1 Gig of SDRAM. Also 1-2 Meg of L2 cache.

It is not that much of a leap to get from 83.3 to 100 Mhz. Given that Via have beaten Intel with their AGP solution I would definately expect that 100 Mhz Socket 7 bus will be provided this year.....Probably in the next 3-5 months. Intel however will not have this until March/April 1998.

It would be interesting to compare in Q4 an AMD-K6-300 with a 100 Mhz 2 Meg L2 cache and 100 Mhz SDRAM and AGP against what Intel will be providing at that time.

You are correct in pointing out that these chipsets will help Intel 'more' than AMD/Cyrix. Because Intel will sell more Pentium MMX systems than AMD/Cyrix.....But these chipsets will Improve the K6 compared to the Pentium II. Note that the Pentium II does not gain as much as the K6 from the 100 Mhz bus as Paul Engel and myself have explained in previous posts.

Of course if Intel have a 400 Mhz CPU late this year they will certainly keep their lead.

Regards,

David Taylor
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