Intelvp: and 486SL. They products couldn't keep up with the Moore's Law driven development of
Intelvp: the individual components. That is the challenge. How do you integrate three different products,
Intelvp: each with awesome improvement vectors - microprocessor, memory controllers, and graphics,
Intelvp: without falling behind in at least one. When that happens you are only as strong as your
Intelvp: weakest link. So, it may make sense at the low end, and we are evaluating the best
Intelvp: alternatives here, but it won't work for DTV, or video editing, or running the latest browsers
Intelvp: and 3D games like G-police.
Intelvp: Mike
JackBW: Zosh4: What did Intel learn in loosing out to Cyrix for chips in Compaq's cheap computers ?
Intelvp: We learned that there is a market below $999 that we, and Compaq by the way, think will
Intelvp: grow the total market for PC's. Compaq was more committed here a year or so ago, than we
Intelvp: were. We have responded and are proud that our processors are doing as well in $900 PC's
Intelvp: as they are in $2000 PC's. We still have work to do to get to the $800 and below price points,
Intelvp: but we have active product development going on right now. Mike
JackBW: Ewuski: Is the only use for a P2 Chip just for better multimedia because of it's speed?
Intelvp: No, the PentiumII has many uses. Today, leading edge 3D games and videoconferencing and
Intelvp: videophone benefit directly. Also, running the latest browsers from Microsoft and Netscape
Intelvp: directly benefit from the PentiumII. Also, we are working with software developers to move to the next
Intelvp: class of highend apps and capabilities that will require a PentiumII. These include video
Intelvp: editing and speech recognition. Mike
JackBW: Tuze1: Is Intel planning to introduce a new chip in 98? If yes, which one(s)?
Intelvp: We are planning on introducing several new versions of the PentiumII processor in 98. They
Intelvp: will include much faster versions in the existing package, as well as versions targeted specifically
Intelvp: for notebook computers and for servers and workstations. In the latter case, they will be capable
Intelvp: We are planning on introducing several new versions of the PentiumII processor in 98. They
Intelvp: will include much faster versions in the existing package, as well as versions targeted specifically
Intelvp: for notebook computers and for servers and workstations. In the latter case, they will be capable
Intelvp: of operating in multi-processor systems for example. At the lowend, we also are working on
Intelvp: versions that will be available in $999 PC's before this time next year! It is going to be a pretty
Intelvp: exciting year for us as our factories ramp and we deliver these differentiated versions of the
Intelvp: processor. Mike
JackBW: MN107: Will Intel and Microsoft ever venture together?
Intelvp: I am not sure what 'venture' means. We work constantly and in depth with Microsoft.
Intelvp: Mike
Areinhardt: Is there any concern around the halls of Intel that your stock is down 31% since August?
JackBW: Andy has one next.
Intelvp: Well, our stock is down, but so is the stock of the technical community in general. This is
Intelvp: largely due to external stuff, like the 'asian flu' that was referenced earlier. There is also a
Intelvp: transition going on as the price of PC's moves down. I believe, as I stated earlier, that this will
Intelvp: ultimately result in market growth, but in the very short term (which unfortunately is what stocks
Intelvp: seem to respond to) it hasn't resulted in immediate growth. We are very happy with the year
Intelvp: to year unit growth, but we are still waiting for the spurt in growth that lower prices should
Intelvp: stimulate. Mike
JackBW: Follow-up from Zosh4: Would you buy Intel for your children at today's price?
Intelvp: I have bought a PC for my daughter, that is, of course, Intel based. I have also helped friends
Intelvp: I have bought a PC for my daughter, that is, of course, Intel based. I have also helped friends
Intelvp: and relatives by PC's with Intel Inside(r) during the last year. I am proud to recommend our
Intelvp: products. What else could you expect?! Mike
JackBW: I think Zosh was referring to Intel stock, Mike.
Areinhardt: Mike, I think he meant stock.
Intelvp: Now I feel like that character on Saturday Night Live, wasn't it Emily Latella who kept saying
Intelvp: "Oh... never mind"? I don't make recommendations on stock. Many people feel that Intel is
Intelvp: a buying opportunity at today's prices, but then, many others see it as a selling opportunity, and
Intelvp: continue to do so. Personally, I own roughly 20,000 shares of stock, and have no intention
Intelvp: of selling right now, nor do I intend to exercise and sell any of my internal options. I think
Intelvp: Intel is worth a lot more than today's, short term focused, market suggests. Mike
JackBW: Let's surf over to this one: Will the browser war between Microsoft and Netscape slow Internet development?
Intelvp: I think that the competition in browsers is accelerating internet development. The squabbles are
Intelvp: over relatively minor stuff, like which format plugins are developed in, and whether your preferred sites
Intelvp: are called bookmarks or favorites. I like the developments and benefits that are flowing from
Intelvp: this competition, both personally, and as the person responsible for selling processors that
Intelvp: must operate at higher and higher performance to execute the browser apps. I thiink that the
I thiink that the
Intelvp: browsers soon to ship (I think version 4 from both companies) are likely to be the most
Intelvp: complicated software apps ever shipped to general purpose users!! Mike
JackBW: I'm curious how an Intel executive would answer this from Clonbuster.
JackBW: How important is it to get kids on PCs? How did you get interested in this stuff?
Intelvp: It isn't hared to get kids on PC's. They gravitate to them. There is a book out called 'Growing
Intelvp: up Digital" that has been recommended to me. My daughter (12 years old) for example has
Intelvp: grown up with completely different assumptions about how things work than my passive, couch
Intelvp: potatoe older self. She asked, for example, where the fast forward button was on our vinyl
Intelvp: record turntable! I wish it would happen sooner, but I think that our kids will be doing stuff
Intelvp: in the digital age that will blow our minds. Now, how did I get involved? It was a overnighter
Intelvp: playing at the Stanford AI lab in the late 60's, with apps like spacewar and a very, very early
Intelvp: vector based flight simulator. Of course, that was followed by years of using teletypes,
Intelvp: paper tape, and such that are too painful to recount... Mike
JackBW: A quick final question from Andy.
Areinhardt: Mike: a bit of crystal balling. What percent of the PC market (consumer or corporate, or both) will be
Areinhardt: sub-$1000 by the end of 1998?
Intelvp: That isn't a number that I can disclose, at least our internal projection. As before, I suggest
Intelvp: that you contact Dataquest or one of their competitors. I can assure you that we are prepared
Intelvp: with products and capacity to support the market, however the mix turns out. We are actively working
Intelvp: to develop both ends at once!! Mike
ntelvp: to develop both ends at once!! Mike
JackBW: That's it for tonight's visit with Mike Aymar of Intel. Thanks so much, Mike, for your rapid-fire answers.
JackBW: Thanks for your help, Andy Reinhardt.
JackBW: Special thanks to the audience -- and for their many good questions.
JackBW: Sorry we didn't have time for more.
Intelvp: Thanks to all the participants. I am sorry I couldn't answer more questions. Mike
JackBW: A transcript of this event will be available soon -- look under Talk & Conferences on the BW
JackBW: Online opening screen. And tune in every Sunday for our events!
Areinhardt: Thanks to the audience for being here!
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ahhh what the heck I might as well plug AOL:
If you were a subscriber to AOL you could have been involved in this
chat session
-Urlman |
