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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%Nov 7 9:30 AM EST

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To: mauser96 who wrote (43651)1/2/1998 11:33:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Lucius - Re: "slot 1 costs about $20 more than socket 7."

First of all, what do we mean by this?

If we talk about a socket 7 PGA socket and an SEC edge connector - the costs are only a few dollars apart. Just how expensive do you think an edge connector is - they are a part of nearly every mother board. And the Slot 1 is ONLY A FRIGGING EDGE CONNECTOR!

Next, Intle includes the L2 cache on the Pentium II SEC. This eliminates an L@ SRAM and possibly L2 SOCKET - advantage Intel by perhaps $10 or $15.

The chip set is another item, Intel provides a single chip 440LX as the Northbridge chip set for Pentium II's.

Standard socket 7 chip sets cannot reduce the number of chips below ONE - like the 440LX - so it then becomes a matter of what the 440LX chip costs vs what a competitive chip/chip set costs for a Pentium/K6.

I recollect Intel sells the 440LX for $35 - I may be off a few dollars here. The salient point is - do Socket 7 chip set vendors sell a chip set for $15 - to account for a $20 difference?

Paul
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