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

To: Jim McMannis who wrote (93111)	11/27/1999 6:47:00 PM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

here are my notes on the web cast (hopefully you 'll see it better ) cheers, --- intel executive webcast - fall 1999 sean Maloney (sm) Paul Otellini (PO) craig barrett (cb ) andy briant (ab) Q: how can sony playstation affect intel A - PO - the intel opportunity is for graphics and content improvement. no significant threat as a new premier internet access device q: 0.25 to 0.18 micron xover a: - po - q2y2k q: strategy to move IA into PDA space a: strong arm with future capabilities. Winpager is IA-based Q: how much earnings dilution is tolerated from communication initiative. when will it become accretive A: - ab- depends on individual acquisition. no single answer q: intel commitm to rambus ? will it be in future processors? a - po - yes, though in chipsets, not processors :-) q: role of 300mm and forthworth facility a - cb- unchanged plans: in the time frame of 0.13 micron. fortworth as developm. facility q: is intel capacity on celeron and cumine constrained a: -sm - tight supply vs. strong demand across the board Q: reason that PC ASPs stabilized A: sm - drams prices halted pc prices decline following a multi year decline q: ssb's comments on intel falling short on 0.18 u a: po - >100,000 units shipped; 15 0.18 u products. commitments in q4 can be met q: how can intel tolerate athlon taking the lead for 6 months a: po road map competitive for most of y2k. high volume can be met as per announcements (can the "fool" match this ? - my question ) q: future % of profits from communications A - cb - healthy internal competition between ia guys and communication guys as to who will bring home most profit (cool ... I love this ) Q: moore's law going on for ever A - cb - at least for the next 5 cmos generation. Dificult to predict for < 0.05 u q: life span of piii " architecture" A -po -: piii is a "product". throughout y2k q: dsp opportunities a: - cb- cell phone now, quantum leap associated with transition to high bandwidth, cell phone integration with pc's, internet. ALL DEPENDS ON EXECUTION (who can execute best ? my question ) q: how comfortable does intel feel betting the ranch on untested ia-64 a- cb - past initial 9 months slippage ia64 proves a stable architecture, several os's boot on it, best of breed engineers on this. po adds that it's fully compatible with ia32 thereby allowing any migration. Andy Groove notes that any new development is untested :-) q: how Intel fears that stabilizing pc prices will limit unit shipments a: - sm - just like 1995 was a blow out year due to multimedia as "demand driver", now internet is the "demand driver ". this offsets the higher price effect (when the tide rises also the fool does - my comment )