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

To: Dan3 who wrote (100310)	3/5/2000 7:45:00 PM
From: John T. Hardee	Respond to of 186894

With $1 BILLION INTC goes to Israel looking for ideas.. eshed.com

To: Dan3 who wrote (100310)	3/5/2000 7:58:00 PM
From: kash johal	Read Replies (2) \| Respond to of 186894

Dan, These Intel folks truly are hypocrites. First they say nobody wants HIGH end as SWEET SPOT is 500Mhz. Then they say YIELDS ARE GREAT RAMP is FINE. Then they APOLOGISE for dell delivery by saying HIGH end DEMAND is TOO GOOD. AMD is gonna DUMP 800Mhz pricing in Q2 with spitfire to sub $125/chip. And the Intel idiots think there wont be demand for AThlons. And folks are gonna pay $200 for a 600Mhz PEEWEETHWEE. Unreal!!! regards, Kash

To: Dan3 who wrote (100310)	3/5/2000 9:46:00 PM
From: Tenchusatsu	Read Replies (4) \| Respond to of 186894

Dan, surely there is a huge difference in opinions being expressed on both the INTC and the AMD threads. On the one side, people look at the availability of processors and systems at Fry's, CompUSA, PriceWatch.com, and other stores and web sites. They wonder why the Athlon is so plentiful while the Pentium III is so scarce at high MHz. On the other side, people look at the manufacturing capacity of Intel and see that Intel is cranking up production of Coppermines at an incredible rate. One fab was even reported to hit the one million per week mark. Another fab, the new Fab 18 in Kiryat Gat in Israel, just reported the one millionth Coppermine shipped last week (or the week before). This would be less than a quarter after they began production. My only answer is that there is a huge difference between the business and the consumer markets. AMD is making gains in the retail and consumer markets, but as Jerry Sanders admits, that's only part of the picture. On the business side, it's still pretty much Intel-only. And that's where I suspect most of the high-end Coppermines went. Perhaps that's why Intel's "token launch" of the 1 GHz Coppermine is targeted at the consumer market. Intel knows that the consumer market is more visible to the public than the business market, so that's where they'll target their 1 GHz PR. Tenchusatsu

To: Dan3 who wrote (100310)	3/6/2000 1:52:00 AM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 186894

Dan3, <So what's up? Unless they went from zero to a million a week, there should have been decent volume for some time now, so why is Dell still clearly trying to discourage 800MHZ purchases? Is fastest speed demand really that strong? (and not-quite-fastest speed demand really that poor?) Are the top speed PIII binsplits very, very small? If the market is that hungry for MHZ, what does that say for the prospects of PIII and Athlon over the next few months?> And to top it all off you should ask another question. How can Intel earn roughly 2 billion per quarter? Allow me to give MHO. First of all, there are two segments that Intel sells into, the consumer and business segments. Unless you point out some data that indicates penetration of AMD Athlon's into the much larger business segment ( like fortune 500 companies ordering from Fry's or something ), then nothing has changed in this segment except that the post-Y2K affect is favoring Intel's business. Now competition in the much more visible consumer segment seems to have changed a bit. Clearly Mhz conscious consumers will have plenty of Athlon's to choose from and fewer Intel based systems. This is definitely good for AMD. Intel in fact is hoping the sweet spot is at much lower Mhz. This may not be by design, but if their costs are low they can offer excellent price/performance systems. If they are right and Athlon can not penetrate the business segment soon, the Athlon will be fighting it out with lower Mhz machines based on price and this will drag down Athlon into territory it does not want to compete in. This is a big if, I agree. Finally, note that in the interview that Jerry gave in which he was so confident about AMD selling more 1Ghz processors than Intel, he compared it at "mid year", not the "end of the year". This is significant, since by the end of the year Intel will have an answer to the high end consumer segment, which at the current time seems to be in the hands of AMD. All JMHO. Good luck. SK