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Technology Stocks : Intel Corporation (INTC)

INTC 48.67

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Jan 29 3:59 PM EST

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To: Logos who wrote (60264)	7/14/1998 10:26:00 PM
From: Jeff Fox	Read Replies (1) of 186894

Logos, re:"the guys from Intel kept talking about the Celeron (and also about the Xeon and so on, of course). I, for one, was a bit disturbed by how important the Celeron seemed to them, since I'd always thought (like the analysts, apparantly) that the Celeron was just a stop-gap and that the real money was in the top end of the PII and the PII Xeon." The difficultly resides in a different perspective. You likely think of Celeron as the product - cachless 266 PII, whereas Intel thinks of it as the market segment and a long term business. The Intel guys are now living with the next Celeron you know as Mendocino. This part has 128KB L2 cache that runs at processor clock speed - right - that is twice as fast as Pentium II product. Mendocino will change the landscape of the low in PCs. And - oh yes - there will be plenty of future Celeron products to follow Mendocino at ever better price/performance points. Jeff

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