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

To: kash johal who wrote (98795)	2/11/2000 7:28:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Kash, >Intel better get its ACT together. Now they are talking 850/866 by March 27 2000. And the oems are having problems believing even that!!! They are introducing a zillion part numbers between 600 and 866 over next few months. They need to catch up or they will get the coup de grace - a 1Ghz plus Athlon in Q2. And intel will be introducing 600-667 part numbers - HOW EMBARRASING!!!! You've seen the reports of the multiple Intel fab expansions, even today with a new one starting in Chandler AZ. You know Intel is doing everything they can to catch up the volume, and stay up with AMD in the MHz. You're preaching to the choir saying this Intel better get its ACT together. and this They need to catch up or they will get the coup de grace You can only whip the horse so hard. What else would you have them do? Tony

To: kash johal who wrote (98795)	2/11/2000 9:07:00 PM
From: Tenchusatsu	Respond to of 186894

Kash, <Now they are talking 850/866 by March 27 2000. And the oems are having problems believing even that!!!> Well who can blame the OEMs for having trouble believe that? I'm confident that the launch of the 850/866 MHz Coppermines in late March will be more than just a "paper launch," unless of course Intel decides to pull in the launch date by several weeks. <1Ghz plus Athlon in Q2> I really doubt that, unless AMD wants to pull off a "paper launch" of the gigahertz bad boy in Q2. Tenchusatsu

To: kash johal who wrote (98795)	2/11/2000 10:03:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 186894

kash - <Distributor NECX Direct LLC, Peabody, Mass., said 450-, 500-, and 550-MHz Pentium III processors averaged $10 more per unit in the past week. The list price for a 500-MHz Pentium III is $193 in 1,000-unit lots, while NECX reported a single-unit price of $302.50, a 57% premium. ?[The] 800's are brutal, very tight,? said a purchaser at one top-tier OEM. ?But 733-MHz and 667-MHz [chips] are loosening up a little bit. Five hundreds are the tightest, with the 550's right behind them.?> As I indicated on the AMD thread, I am infinitely more concerned that Intel continue to ramp capacity, than I am the vapor launch perception. As capacity comes on line, the vapor launch thing should take care of itself going forward. Did you note that Intel is having trouble meeting LOW END commits also on 500's and 550's? Gee, I guess Intel shouldn't have launched those parts either almost a year ago, since the absolute condition for launch is meeting demand. I know, let's rescind all the launches where Intel is perceived as not meeting demand. That would be the 450, 500 and 550 launches, Flash memory, as well as the highest speed grades. Intel henceforth shall only sell 600-700's, until sufficient inventory is built to meet all demand....pffft. You can talk embarrassment all you want kash, but sold out is still sold out. I surely like the above condition wrt to the bottom line as opposed too the diametric opposite. Although I do not like the opening this condition has afforded our competitor in the marketplace. However, the only recovery is to steadily increase capacity. Unfortunately, one can't snap fingers and have it all come online at once. PB

To: kash johal who wrote (98795)	2/11/2000 11:12:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

OEMs wary of Intel's 'paper launches' By Mark Hachman Electronic Buyers' News (02/11/00, 04:00:26 PM EDT) Yeah, yeah, yeah. Yet another "Intel can do nothing right" article. Well Mark Hachman can kiss my ass, too. He ain't getting my shares. The Tom's Hardware site had a very apropos article about how AMD gets away with murder because it's the underdog. Perhaps "trust" is the real reason that AMD is the Supplier of Last Resort? "Is AMD Covering Up Bugs In Their Products?" www7.tomshardware.com Intel can do no right, and AMD's the Shining Wonder Boy. Bullshit.