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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST

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To: Road Walker who wrote (163751)4/10/2002 12:15:43 PM
From: Tony Viola  Read Replies (1) of 186894
 
John, how's it going? I saw a sports news clip of Jon Gruden demoing some moves to a player about twice his size. Spring camp? I'd like to see Gruden and Tampa do well and make Al Davis look like an even bigger schmuck.

Here's a Banias and related notebook info article. Looks like Banias may have to have higher instructions per cycle (heard a rumor to that effect), since the clock speeds aren't great.
============================================================================
Banias changes Intel mobile maps

Running four types at once
By Mike Magee, 10/04/2002 14:45:30 BST

THE INTRODUCTION OF Banias mobile processors next year heralds big changes in Intel's mobile processor map, with the firm running four separate lines simultaneously.
That's revealed by roadmaps seen by the INQUIRER and which include Banias ICH4 chips, as published here yesterday. Banias processors will be made using .13 micron processes and have a 400MHz systems bus, confirming Eva Glass' earlier story some time ago.

The first table, shown here below, shows that Intel proposed to run its Pentium 4M processors right up to speeds greater than 2.20GHz in Q2 of next year.

System Q2 02 Q3 02 Q4 02 Q1 03 Q2 03
Pro 1.80 2 2.10 2.20 2.20+
Main 3 1.70 1.90 2 2.10 2.20
Main 2 1.60 1.80 1.90 2 2.10
Main 1 1.50, 1.40 1.70, 1.60 1.80, 1.70 1.90, 1.80 2, 1.90

But simultaneously with running those chips, Intel will introduce Banias ICH4 CPUs for notebooks, and has plans to phase these in during the whole of 2003. This table shows the current implementation plan.
System Q1 03 Q2 03
Pro $3000+ 1.60GHz 1.70GHz
Main 3 1.50GHz 1.60GHz
Main 2 1.40GHz 1.50GHz
Main 1 1.40GHz
Low Voltage 1.10GHz
Ultra LV 900MHz



That doesn't mean that its Pentium III-M line dies, however – instead, as you can see below, this line will continue, aimed at both professional and consumer notebooks.
System Q2 02 Q3 02 Q4 02 Q1 03 Q2 03
Pro $3000+ 1.20 1.20 1.33, 1.26 1.33 1.33
Main 3 1.20 1.20 1.26 1.33 1.33
Main 2 1.20, 1.13 1.20 1.20 1.26 1.26
Main 1 1.06, 1 1.13, 1.06 1.20, 1.13 1.26, 1.20 1.26, 1.20
Low Voltage 933, 866/850 933, 866/850 1, 933 1, 933 1, 933
Ultra LV 800 800 866/850 933/900 933/900



And Intel will also keep its mobile Celeron notebook processors, as shown by this table below, which shows 1.70GHz and 1.80GHz notebooks using .13 micron technology and 400MHz front side buses. From Q4, the company will migrate its Celeron notebook processors to using notebook cores, but will keep a number of Pentium III models going for all of this year and a chunk of next.
The three segments at the top are Intel's consumer mobile Celeron plans for the rest of this year and a chunk of next.

The middle three segments which contain 1GHz Celeron chips are all aimed at the business community, suggesting Intel is hoping to bring down the cost of entry level 1GHz notebooks, and to simultaneously sell them into three different "value" ends of the marketplace.

Part of the reason for the increased segmentation is Intel – and the industry's hope – that tablet and mini notebooks will take off during the late part of this year and all of next.

System Q2 02 Q3 02 Q4 02 Q1 03 Q2 03
Value 3 1.33, 1.20 1.33, 1.20 1.70, 1.60 1.80, 1.70 1.80+, 1.80
Value 2 1.20, 1.13 1.20, 1.13 1.33, 1.20 1.60, 1.33 1.70
Value 1 1.06 1.13, 1.06 1.20, 1.13 1.33, 1.20 1.60
Value 3 1 1 1 1 1
Value 2 1 1 1 1 1
Value 1 866 1 1 1 1
Value LV 733, 650 733, 650 800, 733 866, 800 866, 800
Value ULV 650 650 733/700 800 800

What about pricing? It's too early to say what Banias processors will cost. The next drop for Pentium 4Ms will come on the 22nd of April, when we'll see a 1.80GHz part costing $637, while a 1.50GHz and a 1.40GHz part will cost $198 - these are new introductions.

On the 26th of May, the 1.80GHz P4M will drop to $348, the 1.70GHz part to $241, the 1.60GHz part to $198, which will also be the price of the 1.50GHz Pentium 4M.

At launch the P4M 2GHz will cost $637, while the 1.90GHz chip will cost $401. Intel wants the 2GHz Pentium 4M to be the "sweet spot" by Q4.

The Pentium III-M chips, which Intel dubs "balanced mobility", stays stable after the 22nd of April. The 1.26GHz Pentium III-M at launch will cost $508, the 1.20GHz will be cut in price to $401 on the 22nd of April, and on that day the 1.13GHz drops to $294, the 1.06GHz to $241, and the 1GHz P3P-M to $198.

For the consumer segmeent of Intel Celerons, the 1.33 Pentium III-M Tualatin will cost $149 at launch. On the 28th of April, the 1.20GHz drops from $170 to $134, the 1.13GHz from $134 to $96, and the 1.06GHz from $107 to $80.

For the business segment, the Tualatin Celeron 1GHz - which as we've noted occupies six slabs in the table above, will be launched on the 28th of April at an inexpensive $107. µ

See Also
First Banias part to run at 1.40GHz
Other Intel roadmaps

theinquirer.net
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