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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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Nov 28 9:30 AM EST

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To: Tony Viola who wrote (158395)	2/12/2002 12:29:43 AM
From: Joe NYC	Read Replies (4) of 186894

Tony, This is almost getting funny. AMD was supposed to have an edge this year in mobiles and instead of waiting for them, notebook makers are crawling all over each other getting P4 based machines out there. I have to say that I don't understand the move. Toshiba move must have a blessing from Intel, IMO. But what would be the reason for Intel to give Toshiba the go-ahead? - If a desktop chip goes to a laptop, Intel's revenue from the sale is less than a half of the price of a corresponding mobile chip. - The end user experience (from excessive heat, low battery life) is worse than other Intel products. - A genuine mobile product (at least by name and price) is only 2 months away. So why bother? I think there is a parallel to Intel (panicking and) releasing .18u P3 at 1 GHz about a year ago, which happened about a month before AMD's entry to mobile space. It was also about 2 months or so before the release of Tualatin based notebooks which replaced the .18u product. Joe

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