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Politics : Formerly About Applied Materials

AMAT 322.31

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3:59 PM EST

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To: Big Bucks who wrote (8882)	10/18/1997 2:05:00 AM
From: William Triplett	of 70976

Intel is in trouble, their proprietary slot 1 design and high cost is keeping all but the extreme high end customers away on their newest design "Tillamook", Tillamook (the .25 micron version of the Pentium w/MMX) is designed for mobile computing and as such is not implemented with the slot 1 design. Currently, Tillamook is being offered in both the TCP and MMO packaging. Notebook vendors are implementing both. plus the fact that it will be replaced within 6 months with the slot 2 successor. Slot 2 is not a successor to slot 1. Intel is introducing an "economies of scale" approach here which involves more than just the CPU core, which in this case is the P6. Slot 2 will incorporate a more advanced (faster and larger) L2 cache and, as I recall, allow more than 2 CPUs. As such, Slot 2 will be more expensive and therefor targeted to very high-end machines such as servers. Slot 1 is targeted for the destop. Intel calls this approach "complimentary" - as apposed to "competitive". Last I looked, Intel's "proprietary" Slot 1 was being well represented by the board venders. This, of course, does not bode well for AMD or CYRX in the long term. Regards, Bill

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