Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Judy who wrote (7110)	4/4/1998 10:58:00 PM
From: Crossy	Read Replies (1) of 120523

Dear Judy, got some more from Tom's site (Intels Upcoming CPU's) "Slot 2 Looking a couple of more months down the road and into June/July this year, we can expect Intel's new Slot 2 CPUs to be launched. These CPUs include a L2 cache that runs at CPU clock speed, the cartridge these CPUs come in is huge, easily double the height of current Pentium II SECs. The Slot 2 CPUs will offer an amazing performance increase over Slot1, but they will be targeted only to the high end market like servers and high end workstations. The main chipset for these high end CPUs will be the 450NX chipset and you can see how strong Intel believes in the high end nature of this product when asking Taiwanese motherboard manufacturers about Slot 2 boards. Most of these motherboard manufacturers won't even make these boards, because they say that they haven't got the right kind of customers for these products. It's interesting though, that Slot 2 CPUs will also work with the BX chipset. Slot 2 will only come with 100 MHz front side bus. Slot M 'Slot M' will be the name for what you plug Intel's upcoming 'Merced' CPU into. This IA64 CPU is supposed to change everything in the PC market, but since it is at least 12 months down the line I'll restrain form commenting on it any further." Can elaborate further: the 450NX is nothing more than an adapted version (to Slot-2 architecture) of the assets Intel bought when they took over Corollary (this fall). It must have been a particularly hard task to incorporate this goody into their chip-portfolio. My own take is that INTC will be able to introduce the Slot-2 in JULY at latest. Pls. note that this CPU finally replaces the Pentium-Pro, which is a generation leap. The PPRO technology is 4 years old right now. Due for a replacement. INTC needs that badly. Another idea: NSM upcoming Cyrix 283Mhz-300 CPUs with a 100Mhz front bus should be 1) ultra-cheap to produce (0.25 micron in National's fabs) 2) 30% cheaper than AMD's K6-3D 3) Be faster in BUSINESS APPLICATIONS than AMD's K6-3D at the same speed rating This means that NSM could be nice pick on a fundamental basis. Will try to look for TA clues also. best wishes CROSSY

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