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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Barry A. Watzman who wrote (50781)	3/18/1998 10:44:00 PM
From: gnuman	Read Replies (2) of 186894

Barry, re: CPU performance. From the roadmap I've seen Intel is constraining Celeron to 333mHz on a 66 MHZ bus through 1H'99. I'm assuming this is mainly to clearly differentiate Celeron from PII. And I think K6, K7 (or whatever), has the potential, (other than AMD's ineptness), to achieve much higher speeds on the 0.25 process. As for maintaining socket 7, among other things, I see an esoteric reason for it's survival. I have an HP PII machine, and the CPU and blower housing dedicated to it consume about 100 cubic inches of cabinet space! Takes a lot more room than the power supply. Compare that to socket 7! BTW, you can correctly assume I'm one of those who wouldn't buy an AMD PC. But I also believe that Intel's bottom line problems through '98 and into '99 are largely the impact of AMD's chips. And I believe strongly that IBM and Compaq will keep them afloat. BTW, did you read Dvorak's article in the current PC Mag? Intel and Compaq to merge! ;-)

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