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

To: Saturn V who wrote (94948)	1/4/2000 5:32:00 AM
From: Process Boy	Respond to of 186894

Saturn - <Hopefully the CC and the earnings report will boost the stock price further, since the market has assumed that Coppermine availability was more of an execution problem, rather than a excess demand( forecast) problem.> Using the ol' Pricewatch gauge, PIII 700's and 733's have a pretty decent presence at the moment. Of course, 750's and 800's, as of yet, do not. I believe Intel tried to make this clear at time of release that this would be the case. I believe the days of Intel stuffing the channel to overflowing before release of the latest speed grade may be over, at least for a while. In the past, with the lack of competitive x86 MHz pressure, Intel had the luxury of introducing product this way. But in light of AMD's recent forays, this practice is no longer viable. I.e., this is a horse race. Got to give AMD credit where credit is due. Unfortunately for Intel, this brave new world will probably take some getting used to by the channel, and I do not expect the noise level to die down right away, which may lead to all sorts of speculation about Intel's execution w.r.t. manufacturing. Nevertheless, when Intel intro's a product, such as the recent 750's and 800's, I would assume there is a substantial bin at the given speeds, and it is shipping, albeit to select Tier One OEM's at first, with volume filing the channel over subsequent time, probably in a matter of weeks, and maybe days later in the ramp. Of course, AMD has been doing its product introductions in similar fashion for some time. [Aside to any AMD thread lurkers and Ali Chen :-)]: Yes, comments I made relative to channel volume in the October time frame were dead wrong. I have subsequently modified my stance. It's a brave new world :-). PB

To: Saturn V who wrote (94948)	1/4/2000 6:52:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Saturn and Thread - Register reports 533 Celeron to be launched today. Also of note, reports HP will introduce Pavilion system with PIII 800 option. I always take Register articles with a grain of salt, but these items look fairly credible, IMHO. PB ====================================================================== theregister.co.uk Posted 04/01/2000 10:49am by Mike Magee HP Pavilion refresh to include today's 533MHz Celeron Sources only a fag* paper away from Hewlett Packard have revealed a refresh of HP Pavilion PCs due any day now. One of the machines HP will introduce uses the AMD K6-II, while another uses the brand new Celeron 533MHz part which Intel is expected to announce today, a week ahead of the date we predicted last century. The HP Pavilions include five mini towers and a tower machine, and the last box will come with an 800MHz Intel Pentium III processor. The 6640C Pavilion, which uses the K6-II 500MHz part, will cost $950, and comes with 64MB of memory, a 15GB hard drive, and a CD-RW with 11MB of shared VRAM. The 8650C mini tower uses the new Celeron 533MHz part, also has 64MB of memory, a 20GB hard drive, and comes with DVD and CD-RW, costing a modest $1,100. The 8660C mini tower uses a Pentium III 533 part with the 133MHz system bus, includes DVD and CD-RW, a 20GB hard drive, 11MB of shared VRAM and will cost $1,500. Its 600MHz twin, the 8670C, costs $1,700 and has a 30GB hard drive, and 8MB of VRAM, as well as a DVD drive and CD-RW. The 9680C mini tower uses a 650MHz Pentium III, will cost $2,000, has a 40GB hard drive, DVD and CD-RW. The high end 9690 Pavilion will use the Intel 800MHz Pentium III (how many of those are around), and again will come with DVD and CD-RW. The exact hard drive size is, so far, unclear. That machine will cost $2,600. HP was unavailable for comment at press time. Meanwhile, we have had further news of the freezing Presario story we broke over the Yule break. A source at Circuit City in the US said: "We, too, experienced freezups with the computers on the floor. We also had an unusually high return rate on the 5838 model. "We found that the problem was eliminated when the virus detection software was disabled. Two of the machines (models 5838 and 5868) have functioned without problems for several days at a time (our italics) without rebooting. Obviously no-one should have to do that, but that fact indicates to me a software fix should be possible." Compaq is replacing its 5800 range with a new range catchily titled the 7000 series.