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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 3:59 PM EST

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To: TTOSBT who wrote (51411)	3/27/1998 8:07:00 AM
From: Joseph Pareti	Read Replies (2) of 186894

While at Cebit (demonstrating software on Digital Alpha :-) I had a chance to ask a few questions on microprocessors. IBM -currently 0.16 u ASIC, 7 metal layer copper -Power 2, 64 bit -Summerset (IBM+APPLE+MOT) (I am not sure about the spelling ) 603/604/740/750 The 750 class is clocked up to 300MHz -x86 4 million units for Cyrix, 3 Million K6 The guy I talked to believes "there will be 3 survivors, namely Intel, IBM and Sparc" They derive considerable strenghts from embedded devices. For Somerset, they say they have done their job and now it's up to Steve Job to do his SUN Micro I asked abouth the road map: they told me they are all set to ship 400MHz US "when needed". They will support US beyond MERCED. Contrary to IBM, US is the same processor across their product range. INTEL I saw a rendering demo on a box with twin slot 2 matching the performance of a 500 MHz alpha. Cool. No comments on Merced schedule. No comments on the skeptical response to Celeron ( here I talked to a PR person that used to work for DIGITAL ) COMPAQ they told me they will ship quad Pentium II SMP systems in the second half of 1998, employing DESCHUTES @ 400MHz

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