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

To: MONACO who wrote (92673)	11/17/1999 6:51:00 AM
From: puborectalis	Respond to of 186894

No changes made to Intel's 820 after eight-week delay By J. Robert Lineback Semiconductor Business News (11/16/99, 05:18:02 PM EDT) SANTA CLARA, Calif. -- Intel Corp. opted this week to introduce its delayed 820 chip set with no changes to the design or the Direct Rambus inline memory modules (RIMMs). The company said it had determed that motherboard configurations with two RIMMs would not encounter errors. In late September, Intel and its 820 customers were surprised to find signal integrity problems in PC systems with three-RIMM configurations. The launch of the 820--code named "Camino"--was delayed for eight weeks while Intel analyzed the problem. On Monday, Intel introduced the 820 and said all major PC manufacturers are expected to be shipping products based on the chip set within the next 30 days (see Nov. 15 story). Intel has not completed validation testing of three-RIMM motherboard configurations, according to a company spokesman today. Intel has not decided if it will rework the 820 design or change system specifications for motherboards using three RIMMs. The inability to use three RIMMs instead of two memory modules will reduce some of the flexibility in systems but it will not limit the maximum use of Direct Rambus DRAMs in desktop PCs, said the Intel spokesman. The 820 chip set handles up to 32 memory devices, which can be placed on two RIMMs. With the 128-megabit DRDRAMs, two RIMMs can provide the maximum memory for the 820 chip set at 512 megabytes. In the first quarter of next year, 256-Mbit DRDRAMs are expected to become available for 1-gigabyte on two RIMMs, the Intel spokesman said. The loss of the third RIMM will limit the mixture of memory devices with by-4-, by-8- and by-16-bit configurations. "This could cause the loss of a little bit of flexibility, but it is not limiting the amount of memory on the motherboards," the Intel spokesman explained. The 820 chip set is priced at $42.50 each in 10,000 quantities. It supports Pentium III-based desktop designs using DRDRAM technology for double the peak memory bandwidth of today's conventional 100-MHz SDRAM.

To: MONACO who wrote (92673)	11/17/1999 11:53:00 AM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

MONACO. Re: "Would this mean they are having a great Q that would have been even better..." Yes I think it does. It also means there won't be much chance of "channel stuffing" in the 4Q, which means 1Q should not be a "famine" after the "feast". Consequently, I don't see a problem for the bottom line, but would also doubt that Intel would preannounce significantly better earnings. It also means that Intel's best customers will get the chips and the 2nd tier mfgers will have to wait. All and all a good situation. HL