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Technology Stocks : Intel Corporation (INTC)

INTC 46.96

-2.8%

Jan 16 9:30 AM EST

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To: Jim McMannis who wrote (55259)	5/8/1998 12:56:00 AM
From: Elmer	Read Replies (1) of 186894

<What can happen? Well Intel simply would have to license slot one and maybe let some others make chipsets.> Jim, you haven't been keeping up with the news. Cyrix and AMD are both claiming to be able to produce Slot1 products by means of pattent laundring threw NSM and IBM. If this holds water then it should carry over to slot2 as well. The hard part is that the transaction based bus that Slot1 & 2 use is so fundamentaly different from Socket7 that it will require a major redesign to AMD & Cyrix's p[rocessors, In addition Slot1&2 have no L2 cache controller in their chipsets. AMD & Cyrix would need to put these on their processors. Not impossible by any means, but this socket7 to Slot1/2 conversion isn't as simple as changing the pins around. It's a major overhaul. EP

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