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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

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Dec 19 9:30 AM EST

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To: pgerassi who wrote (140280)	7/27/2001 1:43:47 PM
From: Tenchusatsu	Read Replies (1) of 186894

Pete, <The 900 MHz 1 or 2MB chips are being delayed again to fix bugs. A good deal of those must be switching to 900 MHz 256K units instead of the 700 MHz 1 or 2MB ones.> That's bull. No one building a 4-way or 8-way system would ever switch to a small cache version of Xeon. The performance penalty of going from 900/2M to 900/256K is much, much worse than going from 900/2M to 700/2M. <What is the percentage of Xeon production is in 256KB cache chips? ... what % is Xeons of total GP CPU unit sales?> Large and small. But neither question is very relevant. Dan's assertion is that Xeon ASP dropped 75%. That's assuming two very incorrect assumptions: - A disproportionately high percentage of Xeon sales before the "drop" were large-cache versions - A disproportionately low percentage of Xeon sales after the "drop" were large-cache versions The enterprise server market is too conservative to be this volatile. The only conclusion I came to was that Dan is making up the numbers yet again, which isn't surprising. Tenchusatsu

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