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Technology Stocks : Intel Corporation (INTC)

INTC 34.71

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2:04 PM EST

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To: Gary Ng who wrote (80686)	5/10/1999 9:17:00 PM
From: kash johal	Read Replies (3) of 186894

Gary, Re: Whitney may be but Celerons ? "SiS has ensured that the SiS630 is optimized for the latest Pentium !!! and Celeron CPUs." Yes the 630 is for the Intel chips. And there is a similar one for the socket 7 and KIII. the key here is that AMD will be embracing the 133 SDRAMs while Intel will not even support the 100Mhz bus with celeron for at least 6 -8 months. So for example a k6-2 466 with 133 FSB would be much higher performance than a k6-2 475 for example. In addition Intel does plenty of business selling 10/100 adapters into the SOHO and small biz market. So this low cost chipset spells some trouble IMHO. It allows a high performance very low cost k6-2 and K6-III system to be built particularly for the home SOHO market with integrated LAN, Modem, DVD etc for the low end market. I suspect that Intel will not be embracing this system at all. I would look for AMD cpu releases optimized for 133 Buses sooner rather than later. Regards, Kash

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