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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

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To: Paul Engel who wrote (82066)	5/29/1999 11:28:00 PM
From: grok	Read Replies (1) of 186894

Re: <For $399 or $499 PCs, do you see the buyers of these machines pouring over the Quake FPS benchmarks or Winstone 99 scores ?> Yes, I think this is the reasoning for Timna. It raises the bar for a minimum CPU in PCs. Anyone who wants something better has many choices. But for your average Joe this is enough. And it will be risky for anyone to peddle a PC without any 3D. I suppose Intel marketing will start pushing 3D and Joe will start asking for it. Emachines will go 100% Timna. I don't know what the die size for Timna is but I'm sure that only Intel has the manufacturing to pull it off. Also, this is a way to shift the product cost away from packaging and back toward silicon.

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