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Technology Stocks : Intel Corporation (INTC)
INTC 39.92-1.6%11:23 AM EST

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To: Joe NYC who wrote (158421)2/12/2002 11:46:31 AM
From: Tony Viola  Read Replies (1) of 186894
 
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.

I don't see how you can call it Intel panicking. The P4 appears to be sold out anyway, without these vagabond mobile uses. Point is, for the second time, that the OEMs are showing a big, big push to get as much of their product as possible on the P4.

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?

There was an article last week which stated that Intel preferred companies wait for the mobile P4. However, it's a free country and the Toshibas of the world can use chips they buy for any purpose they want. They could use a 2.2 GHz P4 in a PDA, e.g., but I wouldn't pick it up without asbestos gloves, which I wouldn't have either.

P4 rules!!!!!SWEET!!!!!!!WOW!!!!!!!! Oh, sorry, this is Joe, not the guy whose name rhymes with Joe.

Tony
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