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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: SEMIHH who wrote (55818)5/19/1998 6:28:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
SEMIHH -Re: "Any more questions about IBM and the sub-$1000 Market???"

Yes - plenty!

You're projecting press releases into reality.

First - IBM will be making (they are currently NOT MAKING) 300/333 PR rated chips - THESE CYRIX CHIPS DO NOT HAVE 300/333 MHz clock speeds. The have much lower clock speeds.

"The two processors are the IBM 6x86MX PR333, a 333-MHz device, and the IBM 6xMX PR 300, a 300-MHz version. The faster version is priced at $299, while its sister chip is listed at $217, both in quantities of 1,000. The high-end device is scheduled for volume availability later this month, while the other one is expected to ramp next month. Both are manufactured using 0.25-micron technology. "

Thus, they are about 5 speed grades behind Intel.

My guess is that you don't know what a PR 300 means - indicative of your shallow understanding of this business.

They (IBM) have announced one customer - ONE - The Behemoth Tiger Direct!

Talk about a show stopper - Tiger Direct!

Re: "Grove outlined Intel's future, Pentium II processor roadmap, showing everything from a low-end, Celeron chip running at 333-MHz, to a high-end MPU called Xeon running more 500-MHz. "

Thanks for providing the answer to your own questions. These are the products that Intel will be selling - at good margins - in the second half of the year.

You can rant and rave all you want and reprint all the press releases you care to - when it comes down to selling devices, Intel is selling them and making PROFITS doing so.

If you keep denying this, then you keep revealing how detached from reality you really are.

Paul
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