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

To: Paul Engel who wrote (100184)	3/2/2000 11:11:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Intel Investors - Intel's Investment in Micron Technology has produced a tidy profit - but not Rambus DRDRAMs. Intel invested $500,000,000 for warrants on 6% of Micron's outstanding stock (which was around $31 or $32 in late 1998 when the investment was made). Today, with Micron at $97+, and a Market Cap of $26.348 Billion, Intel's stake is now worth $1.5780 Billion - for a NET PROFIT of $1,078,000,000 !!! I hope Intel sells it tomorrow !! Paul {=================================} Friday October 16, 8:34 am Eastern Time Company Press Release Intel Makes $500 Million Equity Investment in Micron Technology, Inc. Funding to support memory development and supply, accelerate RDRAM developmentInvestment SANTA CLARA, Calif.--(BUSINESS WIRE)--Oct. 16, 1998--Intel Corporation [Nasdaq:INTC - news] and Micron Technology, Inc., announced today that Intel will make a $500 million equity investment in Micron. Intel will acquire stock rights exchangeable for common stock representing approximately 6 percent of Micron's outstanding common stock. The investment in Micron is part of Intel's strategy to support the development and supply of next generation memory products and to help drive PC industry growth by accelerating the adoption of Direct RDRAM, a high-speed memory interface technology developed by Rambus, Inc. By providing additional financial resources, the investment by Intel should enhance Micron's competitive position in the DRAM industry. ``We are pleased with Intel's support for our efforts to provide advanced memory solutions to our customers,' said Steve Appleton, president, chairman, and chief executive officer of Micron Technology, Inc. ``Micron is committed to accelerated support, development, and production of Direct RDRAM, and we expect to have these products available for shipment as early as the third quarter of 1999.' ``Micron is one of the industry leaders with a new generation of products and leading-edge manufacturing technology,' said Craig Barrett, Intel president and chief executive officer. ``Our goal in making this equity investment is ensuring an adequate supply of memory components, particularly Direct RDRAM. This is a significant strategic investment that supports our microprocessor roadmap into 2000 and beyond.' Micron Technology, Inc., and its subsidiaries manufacture and market DRAMs, very fast SRAMs, Flash, other semiconductor components, memory modules, graphics accelerators, personal computer systems, and radio frequency identification (RFID) products. Micron's common stock is traded on the New York Stock Exchange (NYSE) under the symbol MU. To learn more about Micron Technology, Inc., visit its web site at www.micron.com. Intel, the world's largest chip maker, is also a leading manufacturer of computer, networking and communications products. Additional information and about Intel is available at www.intel.com -------------------------------------------------------------------------------- Contact: Intel Corporation Bill Calder, 408/765-8478 www.intel.com or Micron Technology, Inc. Kipp Bedard, 208/368-4400 www.micron.com Fax-on-demand: 800/239-0337 -------------------------------------------------------------------------------- More Quotes and News: Intel Corp (Nasdaq:INTC - news) Related News Categories: computers, semiconductors

To: Paul Engel who wrote (100184)	3/3/2000 7:22:00 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Paul, RE: "Intel Corp. will formally launch its 1-GHz Pentium III microprocessor March 8, according to OEM sources. The launch, to be backed by Dell Computer Corp., Hewlett-Packard Co., and IBM Corp., will almost certainly come in the form of limited-production "special editions," according to sources briefed by Intel. PCs using the chips will feature specially designed motherboards with larger heat sinks to accommodate the faster processors." I wonder if the Intel folks read this thread, and sometimes use ideas presented here. Some of the stuff I wrote in a post on 12/18 concerning the limited release of the 800 MHz: <But I also think there is some opportunity in announcing products before there is abundant supply. The profile of the end user that would buy an 800 megahertz computer at introduction is a REAL early adapter, someone who would pay whatever it costs to have the latest and greatest. This person is not concerned with price/performance, they have to have a faster chip than the guy (or girl) next door. The fact that there is limited availability actually makes the produce more appealing. Intel could consider the following if they stick to their current strategy of early release: - Raise the price, but lower the minimum order, and allocate small numbers to as many box makers as possible. They would then have wider distribution, but consumer would have to buy now before the reseller ran out, creating a sense of urgency. (this could also piss off the biggest customers, Dell comes to mind) - Advertise/promote the product as limited in supply, almost like a limited edition. Feed the feeling of the early adapter that they can be the first on their block to have something unique. - Time the release of the next latest, greatest MP so that it is at the same time as they have good supplies available, and lower prices for the current greatest MP. That way there is always an exclusive product on the market. They might even call it the Intel Pentium III 800LE (for limited edition). Later, drop the LE. The purpose of marketing is to add value to your products, within the framework of your manufacturing and product development abilities. This might work.> OK, the 1GHz release is not exactly what I suggested. But limiting the release to the retail consumer, calling it a "special edition", is in the same spirit, with the same intentions, adding perceived value to products that are in limited supply. Message 12326623 Probably I'm giving myself too much credit, or not giving Intel enough credit. John