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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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Nov 14 9:30 AM EST

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To: Jim McMannis who wrote (51642)	3/31/1998 1:45:00 PM
From: Jeff Fox	Read Replies (2) of 186894

Maxwell, Jim, re Celeron and cache The Celeron without cache is intended to compete with other competitive systems configured without cache. Seems the PC magazines find no profit in benchmarking it as such - doesn't sell magazines I suppose. Anyway the Celeron will become the price anchor with which AMD and NSM will be compelled to compete. They will either price under Celeron or lose the right to the banner of "price leader". Bottom line: Celeron is a strategic tool for Intel - something used to fill bargain bins. Next Intel can "step up" Celeron by adding back L2 cache. The chip project "Mendicino" is doing just this - adding 256KB L2 cache. This is 1/2 the cache size of the PII cartridges. This cache will be integrated with the processor on a single die and will be presumably much cheaper overall than the PII cartridge with discrete SRAM chips. I expect Mendicino to take a Celeron name (Celeron II?). Now the interesting part is that K6 performance (with cache) will be trapped between Celeron and Mendicino. As Intel moves Mendicino down the price curve today's Celeron will be eventually pushed off the bottom of the line - perhaps along with K6 and the 6x86MX. Jeff

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