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Technology Stocks : Intel Corporation (INTC)
INTC 36.84-2.8%9:43 AM EST
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To: AK2004 who wrote (51712)3/31/1998 5:57:00 PM
From: Jim McMannis  Read Replies (3) of 186894
 
Al,
The more I think about this Celery thing the more I realize how tricky it is for Intel. They could really be shooting themselves in the foot.
Let's consider the options. We know Intel will be the sole provider of Motherboards for the EX and the Celeron...at least this is what Paul E. seems to think. Intel then has the option of having a slot on the mobo for an add on L2 cache. If they have that what's to prevent someone buying a module and plugging it in and speeding up the system.
Let's ay you can do that and end up with close to Pentium II performance...
So...did Intel just shoot the Pentium II in the foot? Just buy a Celeron and add the cache...get close to P2 performance for a lot less money. Not hard to figure out. Intel could use a proprietary slot for the cache so they could price it high but Taiwan would be quick with there own mobo or adapter.
For this reason, My guess is that the Celeron mobo won't have a slot to add cache. So Intel shoots themselves in the foot again as the Celeron is continually dogged as a slow non-add-on cache system AND it becomes clear what Intel is trying to pull off...get rid off slot one and if you want L2 you have to pay the big bucks for the Pentium II.
Somehow I don't think this Microchannel approach is going to fly.
Jim
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