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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (90531)	10/18/1999 3:01:00 PM
From: Doug M.	Respond to of 186894

This would be good for Intel longs if true. It's from The Register, so don't hold your breath. Anyone have any thoughts? Doug Posted 18/10/99 5:43pm by Pete Sherriff Intel 1100MHz 'Athlon killer' to launch in December Intel knows in its heart that Coppermine just can't cut it in the race against Athlon, so Chipzilla has a little surprise up its sleeve - the next generation of IA32 processor, codenamed Willamette, could be here a staggering nine months early. US sources say the chip will have a paper launch at the end of December, with product in the shops two months later, although if AMD keeps up the pressure it could be even sooner. Presumably this two month gap is to enable OEMs to shift bucketloads of Coppermine systems before they're rendered unsaleable by the new super chip. Coppermine arrives next week, but still uses the venerable P6 core that first saw the light of day in the Pentium Pro, albeit at a dinky 0.18 micron process, coupled with on die level 2 cache. It'll be faster than existing Pentium IIIs, but not earth-shatteringly so. Now with Athlon starting to win the hearts and minds battle, and still wincing from the Camino chipset cockup, the chip behemoth - still smarting from Chimpzilla's new found ability to deliver silicon rather than hot air - desperately needs to do something impressive - and fast. Intel's been quietly shipping 0.18 micron mobile processors for the best part of six months, but even so, bringing Willamette so far forward is pretty impressive stuff. The entirely new 0.18 micron Willamette was originally scheduled to arrive around Q3 2000 at 1100MHz with more than 1MB integrated level 2 cache and Intel performance estimates say it will score around 50 on Winstone98 and 43 on SpecInt95. Although following the FTC investigation, Chipzilla is supposedly under strict orders to avoid using 'aggressive' terminology in internal communications, it is reported that Willamette is being referred to as 'The Athlon Killer' by Intel insiders. Presumably this is toned down in written communication to 'Cute, cuddly and totally unthreatening'

To: Frank Ellis Morris who wrote (90531)	10/18/1999 3:03:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

Frank, I think all the things you said about Greenspan a few months back are deserved now. He is obsessed with driving the market down, someone should gag him. I now think that DCA'ing and buy and hold are the only way to go. If you watch this market and CNBS everyday, you'll end up nuts. Take Intel for example, look at all the negative press they get. As our Paul Engel says, it is a difficult stock to own. jim

To: Frank Ellis Morris who wrote (90531)	10/18/1999 3:32:00 PM
From: JDN	Respond to of 186894

Dear Frank: I dont know your age but in my lifetime I have found what works is to buy the VERY BEST and buy it regularly and hold it through all the background noise. I once bought a stock for 33 which subsequently fell to 1 1/2 then rose to the equivalent of over $350 a share. JDN