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Technology Stocks : Intel Corporation (INTC)
INTC 40.78+0.7%Dec 10 3:59 PM EST

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To: Jean M. Gauthier who wrote (50515)3/11/1998 5:33:00 PM
From: Paul Engel  Read Replies (2) of 186894
 
Jean - re: "64-Bit processing, with reverse compatibility, in software I think for the x86 architecture right ?"

Merced will run native IA 64 64 bit code or older 32 bit x86 code.

Re: "Let AMD/NSN-Cyrix fight it out, at major losses I might add, in the no profit home market. "

There is a big difference between no profit and LOSSES.

AMD and Cyrix are generating LOSSES.

Re: "Thank god Intel has Slot 1, and Slot 2 and that AMD/Cyrix must reverse engineer and try to clone it.."

The performance of these platforms will get a big boost starting April 15 with the 350 MHz and 400 MHz Slot 1 Deschutes roll out with a 100 MHz 440BX chip set.

Around mid year, the Deschutes Slot 2 with full speed L2 cache and 100 MHz 450NX chip set will debut giving another major boost in performance - for higher priced machines - workstations, multiple CPU servers, etc.

Intel will market the low cost/low priced Celeron to maintain market share at the low end - and make decent profits - and reap the entire high end's profits, as you noted, without real competition.

Paul
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