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

To: John F. Dowd who wrote (93071)	11/26/1999 6:48:00 AM
From: Process Boy	Respond to of 186894

John and Thread - Coppermines finally make it onto Sharky Extreme's CPU price guide. Other items: news of impending Athlon 750 release form AMD, and comment on how and when Intel might respond, and reports of PC vendors adopting iCC820 mother board, i.e., "Cape Cod", that uses SDRAM. sharkyextreme.com ====================================================================== .... Intel P3-650/100 $593 Intel P3-667/133 $622 Intel P3-700/100 $818 Intel P3-733/133 $819.... ....Getting back to the usual grind of weekly CPU price tracking finds that Intel has finally gotten enough volume out of their multiple .18 micron capable fab plants to supply even lowly whitebox resellers with new Coppermine Pentium III CPUs. The Coppermine CPU prices are high, particularly the faster models, and we suspect a little gouging by aggressive vendors who have just received the speedy chips. Luckily the new P3s should stabilize over the next few weeks to typical "3% - 5% above cost" price levels that most of the CPU prices we obtain originate from. Athlon 750 CPU: Coming Soon In other news, AMD is preparing to announce that they'll ship their next Athlon CPU much earlier than originally planned, in fact readers should expect to see PCs built around the new Athlon 750 processor very soon. AMD's V.P. of Marketing, Dana Krelle has said: "Systems featuring the Athlon 750 CPU will, with certainty, be available to consumers through the normal channels by the end of the year." We think that resellers should have the white box OEM versions of the fastest Athlon in early January at a currently undisclosed price, believed to be $750 - $800. Whether this will accelerate the upcoming PentiumIII 800 CPU's release is not clear at this point, although based on the few P3-733 CPU examples we've handled it seems that that Intel's current .18 micron manufacturing quality level is capable of withstanding a move upward in MHz. Intel's CC820 Mainboard: All The Taste, Half The Filling Thanks in part to what must be the most inflated introduction prices on any PC product we've ever seen (RDRAM), the shipment of the first PC133 SDRAM-using i820 mainboard from Intel is already underway to system integrators. PC800 RDRAM is currently selling to distributors for (are you ready for this) $12 - $15 dollars PER MEGABYTE, compared to the bargain price of $1 to $3 per megabyte for PC133 SDRAM, so the acceleration of shipments of the apparent "black sheep" of the Intel family non-RDRAM using CC820 mainboard seems very logical. Several PC builders Sharky Extreme spoke with the past two days have already adopted use of the new mainboard in their highline models, pairing it with new Coppermine P3-667 and P3-733 CPUs, and achieving price points that don't induce coronaries when customers see the total amount. Our own CC820 mainboard is already undergoing testing using PC133 SDRAM, and we're comparing and contrasting it against a much more expensive VC820/RDRAM PC using identical CPUs. We'll post the full article next week.