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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

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To: Tenchusatsu who wrote (132974)	4/19/2001 3:28:56 PM
From: Joe NYC	Read Replies (3) of 186894

Tenchusatsu, Wait until Palomino with PowerNow is released. You won't know what speed that baby will run at. It will run at it's rated speed when you need it. I think Intel will need something like that as well. My guess is that Tualatin will have a similar technology. Since the Duron at 800 MHz consumes 24W even off the battery, why is it easy for you to call that power-hungry processor "mobile"? I think the power consumption in 20s is fine, low 20s not a problem for full size laptops. The current mobile Durons are far from ideal mobile processors, yet, they are competitive. Looking ahead, what I find interesting is that Intel will need to be on .13u process technology to competitive with AMD's .18u process. Another thing that I find interesting is that AMD investors think that mobile parts will increase AMD's ASP. I don't think it will happen. All that will happen is that Intel's ASP will move from $722 for the current high end mobile part to < $300 at the end of the year, together with a huge price drop of mobile ASP, 20 to 50% drop, probably up to $3 billion off the annual Intel revenue, or about 10% drop in the overall revenue. Joe

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