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To: Wolff who wrote (96938)	1/20/2000 5:27:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Wolff, I still have to take issue with this point that you keep repeating: <Remember when Intel ignored the sub-1000 PC market instead of going after it.> And look how Intel TOOK BACK market share in the sub-$1000 PC segment. After a cacheless Celeron (intro April 1998) that the press derided as too slow, Intel introduces the current crop of 128K cache Celerons (August 1998) and proceeds to whip AMD's butt in the sub-$1000 space. I already pointed this out to you last week, but it seems you did not hear me the first time. Now you say that Transmeta is a danger because they're trying to discover a market that Intel deems too small. You compare that to Intel's initial miss of the sub-$1000 market, but if you're going to do that, take the comparison all the way. Should Transmeta discover a new and sizable (i.e. non-niche) market that desires low power over high performance, you can bet that Intel will mount a response to that. I personally think the market that Transmeta is pursuing will not be much more than a niche. But hey, it's your analogy, not mine. <What other Cursoe's has intel ignored?> You tell me. Tenchusatsu

To: Wolff who wrote (96938)	1/20/2000 6:38:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Wolff - <Also the move to 300 MM should benefit all.> AMD has no stated plans to move to 300mm. Intel already has a 300mm development fab constructed. PB

To: Wolff who wrote (96938)	1/20/2000 6:43:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Wolff - <The Cursoe is a huge threat, not so much to it immediate sales or anything, but as a indicator of how myopic Intel has gotten, and competitor are leveraging on its weaknesses. What other Cursoe's has intel ignored?> I am sure Transmeta is not being ignored by Intel. However, your assessment of how big of a threat it is to Intel puts you in a minority. Huge??? Really? Come on. PB

To: Wolff who wrote (96938)	1/21/2000 10:23:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Wolff, Thanks for expressing your thoughts in the way you did. RE: "Flash chips, cell phone parts, and others" Agreed these are growing fast. RE: " I do not feel that this capacity is such an issue for CPUs" Not sure I agree with you here, given Intel's CFO (aka Mary's fav) seemed to indicate there's good demand. RE: "Last point for this post, is that I think Intel is in real danger of doing an IBM." In the mid-90s, when IBM finally acknowledged the existence of the Networked PC ("client server technology is here", a concern to big iron), I am of the impression they were actually referring to LANs (not the Internet). Only problem was, by the time the "connected PCs" (via LANS) were acknowledged, the focus of emerging technology had already moved to the Internet (connecting PCs via Internet) and the Internet was taking off. Since the word Network may apply to both LANs and the Internet, looking back, this will look truly genius. RE: "Remember when Intel ignored the sub-1000 PC market" Glad Intel ignored the sub-1000 PC market in 1990 (no, that's not a typo). 10 years of high-tech growth, with wonderful margins. My point is: there was a time and a place for the sub-1000 to occur. Intel selected the later time, after a nudge. The real metric is: what happened after Intel responded? One has to measure the results. RE: "What a bone head move" Executing quickly at the right time is more important than absolutely 100% correct vision. edit. The Internet had a death-walk just before it experienced a "hockey stick" take off. So, sometimes waiting a bit, can be the absolutely smartest thing to do (but so counter to what a person wants to do). As I kid, I recall People's Express... now there's Southwest. RE: "Laptop market" Small businesses are trending to laptops even at the desktop. RE: "The Cursoe is a huge threat" They would become more of an issue if the Via lawsuit were extended and if this forced some to move to Cursoe. But Intel's got lots of markets and lots of product mixes. You seem to be making the leap that Intel has one market, and that Cursoe is currently successful. How many OEMs have signed up? Why do you think they are a huge threat? Amy J