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

To: Harry Landsiedel who wrote (92339)	11/13/1999 2:57:00 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Harry, article about Intel rollout at Comdex of Rambus chipsets; PC makers also showing PCs with Rambus inside. Strange timing for Osha before what looks like a positive showing for Intel and allies. Also, Osha making comments about IA64 performance so early in the game, where's he get off with that? What benchmarks has he seen?...Lifted from Rambus thread.... Date: 11/12 19:08 EST Intel Prepping Release Of i820 Chipset Nov 12, 1999 (Tech Web - CMP via COMTEX) -- When Intel releases its long-awaited, much-delayed i820 chipset Monday, it will have the support of several PC-makers who are planning to use the technology in their newest PCs. Intel will also be deflecting questions raised today by a Wall Street analyst who questioned the company's IA-64 strategy and said its i820 plan is in "disarray." IBM, Hewlett-Packard, and Compaq are planning full support of the i820 chipset. Sources say that Compaq on Monday will unveil four new additions to its DeskPro line that incorporate the i820 chipset. Prices will start at about $2,500 for configurations based on a 600-MHz Pentium III Coppermine chip, with 128 Mbytes of RDRAM and a 13.5-Gbyte hard drive. At the same time, IBM will add the i820 chipset as an option for its PC 300PL desktops and Intellistation E Pro workstations. Meanwhile, HP will unveil new versions of its Vectra PCs and Kayak workstations that incorporate the new chipset. But Merrill Lynch analyst Joe Osha said price-performance issues may impact the chipset's acceptance. "It's not that there is a problem with the 820 chipset itself, it's that the memory roadmap is in disarray," Osha said in an interview. The i820 chipset utilizes new 133-MHz RDRAM memory from Rambus, which will sell for up to 40% more than PC 100 SDRAM, according to some estimates. Osha says he thinks this may not sit well with price-conscious PC buyers in both the corporate and consumer sectors. "Given the relative performance difference, the cost that RDRAM is imposing on vendors makes it unlikely that Rambus is going to end up being a solution for the majority of the market," Osha said. As for Intel's forthcoming 64-bit Merced chip, Osha said, "It's not going to be a failure, but it's not going to be a home run either. In terms of IA-64 being better than anything anybody's ever seen within the enterprise, that's not going to happen." Osha made similar remarks in a report released early today. After the report's release, Intel's stock slid. By late afternoon, its stock price was down 3-5/8 to 75-13/16 per share. Intel declined to respond to Osha's comments. Company spokesman Bill Kircos says, "We don't respond to comments from a single analyst." Intel first gave word early last month that the i820 chipset, which facilitates bus speeds of 133 MHz and thus allows computers to take full advantage of Coppermine chips, would be delayed because of a conflict with RDRAM that the company says has now been resolved. The i820 chipset was originally scheduled to ship to PC makers in October. Several PC makers, including IBM and Micron, have been shipping 133-MHz FSB systems using an alternate chipset from Via. However, Intel is suing Via in federal court in San Jose, Calif., for patent infringement.

To: Harry Landsiedel who wrote (92339)	11/13/1999 4:48:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Did you see that "Ipaq" from Compaq's site that costs under $500 (w/out monitor)? Just as a courtesy, here's the link again: directplus.compaq.com Man, a Celeron 500, 64 MB DRAM, 4.3 GB hard disk, lettuce tomato on a sesame-seed bun, only $499! Legacy-free, sharp professional styling (more professional than the tootie-frootie iMac), and Windows 2000 (when it becomes available) to top it off! I think this system will be a hot seller. However, I have to wonder about how much customer support Compaq will be able to provide, given that these systems will be rather low in margin. Tenchusatsu

To: Harry Landsiedel who wrote (92339)	11/13/1999 6:31:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Harry - Re: "With four models: 2 Celeron ($499-$549) and 2 Pentium III ($799-$849) I don't know where the "increased competition from AMD" that Osha predicts will come from. " AMD is losing badly in the low end - with an estimated shipment of only 4 million K6x's this quarter (and possibly 1 Million AthWIPES) - based on AMD's recent "guidance". This 4 million K6x's is DOWN from 5.5 million in Q498 - AMD's "high point". True, selling 1 million AthWIPEs isn't bad - with higher ASPs than the K6x's - but the AthWIPES seem to be selling IN PLACE OF the K6x's - that is, the AthWIPES are replacing K6x's. That's good for AMD's bottom line - but NOT GOOD for their market share - which appears to be essentially stagnant, at best. This STAGNATION was not mentioned by Joe Osha - who apparently was "converted" to the AMD religion by Jerry's "Come To Jesus" analyst presentation. Paul