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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 39.44-3.3%12:34 PM EST

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To: Sonny McWilliams who wrote (19848)6/16/1998 12:16:00 PM
From: Tony Viola  Read Replies (1) of 27012
 
Hi Sonny, hope you are getting back, or better, are back to your normal self. Your posts sound like it. One day at a time, as they say.

Re: "He does not feel that
Intel is being hurt by the delay of Merced because they came out with a new
version of the Pentium chip."

The new version of the Pentium (II) is called the Xeon series. They could be described as Pentium II's on steroids. They actually replace the Pentium Pro series, which sold very well, for use in servers and workstations. About the on steroids, the Xeons start at 400 Megahertz, or twice as fast as the fastest Pentium Pro. Later, versions at 450, 500, and, ultimately 700 MHz are on the roadmap. They can have up to 2 Megabytes of L2 cache, vs. 1 Meg max for the PPro. They have the new 100 MHz front-side bus, vs. 66 MHz for the PPro. This is the speed at which the CPU communicates with memory and peripherals and has been a bottleneck since the CPU got faster than 200 MHz.

From all I've read, and from what was said at the stockholders' meeting by Andy and Craig, Intel is banking heavily on Xeon to pull them out of the downward spiral of average selling prices (ASP's). Maxed out chips are supposed to sell for ~ $4,700 each. It is also supposed to make the Merced delay kind of Ho hum. Official release is June 29, ñ a day (actually can't be - since June 28 is a Sunday). Accompanying Intel will be computer companies like Dell, IBM and some others, with full fledged servers and workstations, to demo what Xeon can do. Let's keep our fingers crossed that Xeon is a screaming success.

Tony
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