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

To: Road Walker who wrote (100195)	3/3/2000 9:13:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, >"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. John, that is a good point. Other computer companies also have several release points, like FCS (first customer shipment), LA for limited availability, and GA for general availability. Maybe Intel is going more toward that kind of model. Or maybe they're playing games with AMD. Maybe both. Tony

To: Road Walker who wrote (100195)	3/3/2000 10:45:00 AM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

John, <<<Probably I'm giving myself too much credit, or not giving Intel enough credit. >>> Intel is terrific in engineering, in what money can buy, and in not squandering money. They are great managers. But when it comes to creativity, a sense of humor, and what is obvious, the Intel culture just does not support it. I think they will do terrific in the high end server market. There they have a roadmap, a lot of engineering talent, good managers, and in your face approach to competition, and very deep pockets. That is an unbeatable combination. It is a lock. They will dominate that market and make a lot of money. Too bad most of the analyst don't have a clue what that market is all about. But, when it comes to marketing the consumer space, where you have to be very creativity and very quick - Intel does is lost. Intel, by all reasonable expectations should capture the home networking market, with all their resources, - but you do you know what? I beleive there, they will fail miserably - and lose a lot of money doing it. Suggestions from people like yourself will make too much sense. It will appear obvious. It will seem trivial. They will make products for 1/10 of 1% of the population. They will make products for the likes of Paul Engel - people with advanced engineering degrees - who will only respect a product if it is not intuitively obvious to know how to use. Products that even Paul Engel will have to struggle with to use and where he has to find a work around to make operation. If we have to depend on this part of their marke - we will all be losers. Mary