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

To: John F. Dowd who wrote (91655)	11/3/1999 9:52:00 PM
From: L. Adam Latham	Read Replies (2) \| Respond to of 186894

All: techweb.com Solano Chip Set To Take On PC133 SDRAM (11/03/99, 7:25 p.m. ET) By Jack Robertson, Electronic Buyers' News The first chip set from Intel to support PC133 SDRAM will be the Solano, an upgraded device from within the Intel 810 chip set family that will debut in January, not a new chip set code-named Amador, as has been widely rumored on Wall Street, sources close to the matter said on Wednesday. Separately, Intel will formally introduce the Camino, or Intel 820, chip set Nov. 15, offering support for Direct Rambus DRAM in desktop PC platforms. The company confirmed that the rescheduled launch will include only a two-socket RIMM configuration, instead of the three-socket version that triggered the chip set's latest delay in September. Camino will support PC100 SDRAM -- not PC133 -- but only by using an extra Memory Translator Hub on the motherboard. It will be left to the Solano to add a PC133 interface to the memory subsystem; the chip set will also include a 133-MHZ front-side bus that supports Celeron and Pentium processors. Industry sources said Intel has accelerated the Solano introduction by several months to meet demand for the new, faster SDRAM interface. Additionally, in the wake of its recent decision to support all major memory architectures coming into next year's market, Intel is said to be developing a full-blown PC133 chip set that will support an external graphics card, AGP 4X graphics port, and frame buffer memory up to 32 megabytes -- and eventually 54 Mbytes -- in density. The faster AGP 4X port is included in the rival Apollo Pro133 chip set now being sold by Taiwan-based independent chip set vendor Via Technologies. It wasn't known if the follow-on PC133-enabled chip set is the rumored Amador, although the device isn't expected to be ready until much later in 2000. Yet another upcoming Intel chip set will support double-data-rate PC266 SDRAM for servers, but sources said the product won't be unveiled until early in 2001.

To: John F. Dowd who wrote (91655)	11/4/1999 11:14:00 AM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

John,>>> Is this all tongue and cheek?<<< Yes, of course. Intel can sell everything it can manufacture. It is recording record revenues and profits. It can't roll out its new products fast enough. It has a dominent share of the low-end PC market. It is about to enter the high-end Information Technology market. Management is already thinking about dominating the TCPIP market as if dominating the IT market is already a done deal. My problem is with their Investor Relations, or more specifically, their inability to communicate with the investment community. I believe Andy Bryant is at the center of this problem. He represents what I believe is the old school network at Intel that still operates the way they operated (WRT investor relations), the way they had to, when Intel first went public and raised $12M. The investment community is now different and Intel Investment Relations hasn't made the proper adjustments. Intel does a great job managing its business, but it doesn't have a clue about managing expectations. Allowing professional industry analysts to explain and to influence the investment community, without Intel providing them effective guidance, is like allowing the blind to lead the blind when there is a guide available that has at least one good eye. Mary