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Technology Stocks : Wintel's Demise
MSFT 517.81-1.5%Oct 31 9:30 AM EDT
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To: Christine Traut who wrote (256)9/29/1997 9:25:00 PM
From: Bill Jackson   of 328
 
Christine; The barbarians are at the gate. Apparently Intel expects the huge increase in foundry space and the extra yields from the migration to .25 micron will generate a huge number of chips. These have the potential to be very fast, and make less heat. In addition they can also be plastic packaged and run slower to get allowable dissipation in the plastic encapsulant at the lower speeds(also low voltages). So I feel they are readying a broad attack on both the high end and the low end for essentially the same chips in a different package. What happaned to Bausch and Lomb when they did that. True when they encapsulate the chip, they cripple it for high speed uses, as high speed would make it cook off in the epoxy.
Another potential is a sale of off speed chips. If they actually test the current draw of the chips and can say this one will get real hot at high speed so we will encapsulate that for the embedded uses, and others will not draw high current, and can thus run cool and get sold for high speed uses.
In any event Intel obviously wants to deny AMD this market, and selling fast chips crippled this way will allow them to have a 2 tier price structure, as it is not possible to buy a plastic chip and run it quickly(unless you use an immersion freon cooler (AAVID)).

Greedy Intel. Of cours AMD makes cooler running chips than Intel due to a better foundry.??, and so if AMD cranks up the volume it might just hit Intel on the high end forcing them to drop price, and not bother with the embedded stuff for now.

Bill
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