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

To: Paul Engel who wrote (94282)	12/19/1999 12:36:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, Re: "However, I have a VERY GOOD REASON to believe that Intel CAN DELIVER 800 MHz Coppermines - and they will. So this is not creating a false perception - this is stating that Intel CAN MAKE 800 MHz devices, that they are beginning to make these devices and deliver them to customers and that over time they will reach very high volumes of 800 MHz devices." This reminds of Sun and the Ultra SPARC III, which they've announced but, as you've pointed out, are way late in delivering. Sun has had a nice ride with the "network is the computer" and "we're the dot in .COM" advertising, in spite of not refreshing their UE mid and high end server lines with faster chips. To me, from now on, that means they are going to get hurt if they don't correct that situation soon. They're still at 450 MHz MAX! I think W2000 and all the other OSs that run on Intel chips, and the Intel chips, will do the hurting. Tony

To: Paul Engel who wrote (94282)	12/19/1999 7:50:00 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Where AMD has failed is in delivering - rather, FAILING to deliver... Take a look at: store.yahoo.com AMD is delivering 700 and 750, Intel is limited to 667. Both Intel and AMD are doing a great job of producing superb processors in the face of an unexpectedly high demand at the high end (I think a lot of forecasters were expecting Y2K fears to cause a greater decrease in demand in Q4 for business PCs). Since AMD has much less of a presence in the business market than Intel, their forecasts were probably better - and so they're doing a better job of meeting those forecasts. But for you to say that AMD has been failing to deliver, relative to Intel, is silly. 820 delayed months 840 delayed months Coppermine delayed months rambus required but too expensive and delayed months xeon problems 810 shortcomings While AMD has had K6-3 didn't scale Athlon motherboards late Both companies are engaged in a brutally difficult business that requires them to continually push the bleeding edge of design and production technology - all things considered, both are doing great. But for the last 6 months, the company that has delivered, over and over again, has been AMD. With a tiny fraction of the resources of Intel, they've been performing spectacularly well - you should allow them a little credit. Dan

To: Paul Engel who wrote (94282)	12/20/1999 3:36:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "Intel is just shifting their product announcement strategy - announcing new products at the BEGINNING of their production ramp - as opposed to WELL INTO the production ramp...However, I have a VERY GOOD REASON to believe that Intel CAN DELIVER 800 MHz Coppermines - and they will...So this is not creating a false perception - this is stating that Intel CAN MAKE 800 MHz devices, that they are beginning to make these devices and deliver them to customers and that over time they will reach very high volumes of 800 MHz devices." Hi Paul, Excellent post. I completely agree because this is absolutely no different than Microsoft launching product announcements for Win2000 on RTM - last Wed. And, which direction has Microsoft's stock headed since then? Up 25%? RTM means "release to manufacturing" - a guarantee they are making (now) and delivering product to customers (maybe now) and that over time they will reach the entire channel (in Feb.) And in Intel's case, it is even more important to announce during the early part of a launch in order to prepare the channel when faced with potential confusion due to a very clear and loud Super-Salester. Like I've said many times, AMD has excellent Sales. If it takes an entire Intel Marketing department and an aggressive product launch to combat an impressive Super-Salester, then do it. Do investors want the confused channel to instead line up behind potentially the world's best Salester? Or, do people want Intel to clear up this confusion with a product announcement? Unrelated, who is on the hot seat for driving Itanium sales and having an aggressive Sales strategy? Itanium is going to need a SUPER SALES STAR, which they may already have - I don't know since Intel's Marketing hasn't given him/her any visibility if there is such a person already in place (Have you seen any articles on this- I haven't). I stress the importance of an ITanium SUPER SALES STAR because in the Enterprise market, this is really key/needed. Enterprise is different than consumer and even different than departmental. When shifting up the market, having an aggressive SALES SUPER STAR is extremely important and critical to a company's success. (A random thought, I wonder who is louder: Jerry S, Balmer or O'Neil?) AMD's Sales force reputation makes me a bit concerned when it comes to Athalon. Who is on the hot seat for Intel's ITanium? RE: "Without a pre-emptive strategy, Intel's customers may be sitting around with AMD's marketing folks telling them all the great and wonderful things that the "new AMD" can deliver, and take away "sockets" (business) from Intel." IMHO Intel Marketing executed very well and did an excellent job at clearing up potential channel confusion. RE: "Once again, Intel is starting to play by AMD's rules" Intel isn't playing by AMD's rules. IMHO Intel is making an announcement to clear up any confusion in the channels. Amy J