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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (75487)	10/14/1999 3:47:00 AM
From: Goutam	Read Replies (2) \| Respond to of 1572510

A commentary by David Pauly @ Bloomberg For Shame, Intel Reports Funny Earnings: David Pauly (Correct) quote.bloomberg.com ___________ Goutama

To: Goutam who wrote (75487)	10/14/1999 9:46:00 AM
From: Scot	Read Replies (1) \| Respond to of 1572510

Goutama and Thread: Coppermine Preview at Firingsquad (source of an early K7 preview). Very limited benchmarking (no AGP slot on test MB), but here's the (in)conclusion (with an SI "stay tuned"): firingsquad.com Inconclusive The 0.18 600MHz Coppermine performs almost the same as the 0.25 Katmai P3-600 processor in most of the benchmarks with the exception of Winbench CPUmark which tests the speed of the entire CPU-memory subsystem. We have to admit that we were expecting the Coppermine to perform slightly better because of the faster L2 cache, but only one of the benchmarks we chose to run had the Coppermine outscore the Katmai by a wide margin. We can't really judge how the Coppermine actually performs just by looking at these synthetic benchmarks. We have to remember that Intel developed the 0.18 Coppermine in order to be able to manufacture Pentium III processors at 600MHz and higher speeds, not to make the P3 equal the Athlon. Anyone that expects Coppermine to bring the Pentium III up to the Athlon level on a MHz for MHz basis might be disappointed. Stay tuned! It looks like we're going to get another Coppermine in the very near future. Hopefully, we'll also get a motherboard that has an AGP slot. Then we'll be able to run our own set of "real world" benchmark applications and see how the Coppermine really stacks up against the competition. Only the important ones mind you, Quake 3, Quake 2, maybe a bit of Unreal, Decent 3, and Minesweeper. >>>>>>>>>><<<<<<<<< -Scot

To: Goutam who wrote (75487)	10/14/1999 11:13:00 AM
From: tejek	Read Replies (1) \| Respond to of 1572510

Goutama FOR ALL THE RHETORIC: In an WSJ article dated 10/13/99, Mercury Research reports that intc captured 83% of the cpu market in the 3rd quarter compared to 79% in the year before. AMD captured 12.7% of the market UP from 12.4%. In other words for all its lowered ASPs, it was not AMD from which intc stole market share. AND THEY AIN'T SEEN NOTHING YET!!! ted

To: Goutam who wrote (75487)	10/14/1999 11:24:00 AM
From: tejek	Respond to of 1572510

The days of Level One revisited: I owned shares of DSP much like Level One. When I sold about 6 mos ago, it was due to speculation that DSP's products were no longer state of the art. About 4-6 weeks ago DSP took a preciptous drop to 18-19 from 32 over fear that earnings would be short. Over the past 4 days, shares have made a dramatic rise with DSP trading at 35+ today, up 7+, accompanied with the announcement below. BTW intc is trading down 1 1/8. ______________________________________________________________________ ______________________________________________________________________ Intel to Buy DSP Communications for About $1.6 Bln Santa Clara, California, Oct. 14 (Bloomberg) -- Intel Corp., the world's largest computer-chipmaker, agreed to buy DSP Communications Inc. for about $1.6 billion in cash to add chips that connect wireless phones to the Internet. DSP Communications shareholders will receive $36 a share, 29 percent more than yesterday's close. Intel is focusing on supplying chips and products for the Internet as its traditional personal computer processor business slows. Intel's third-quarter net income fell 6.5 percent as it sold fewer chips than some analysts expected and prices for its PC processors declined. The company on Monday unveiled an agreement with Nokia Oyj to make chips for television set-top boxes. Last week, it bought closely held Ipivot Inc. to gain products that accelerate online transactions. ''Cellular technology is emerging as a new high-speed method of connecting to the Internet,'' Intel Chief Executive Craig Barrett said in a statement. The companies said they have no immediate plans to change product lines. Santa Clara, California-based Intel rose 1/4 to 72 3/8 in early trading. Cupertino, California-based DSP rose 7 1/4 to 35 1/4. Oct/14/1999 9:56 For more stories from Bloomberg News, click here. (C) Copyright 1999 Bloomberg L.P.

To: Goutam who wrote (75487)	10/14/1999 12:47:00 PM
From: Charles R	Respond to of 1572510

<Peck said he expects Intel to fall short of the average analyst forecast of 65 cents for the fourth quarter. > It will be interesting to see what the consensus will be in about a month from now when Intel will have had time to brief analysts on the impact of CuMine and Taiwan and Y2K and DSP group acqusition on Q4. With AMD dropping Athlon prices ahead of CuMine launch, CuMine's ASPs will probably go down by Oct 25 from the current rumored numbers. 0.65 may be a very distant dream - $0.60 looks more attainable.