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

To: Yaacov who wrote (104058)	6/6/2000 10:46:00 AM
From: Elmer	Respond to of 186894

Re: "I think I saw two notices flash pass my screen, but I am not sure if I understood! the first one was INTC dealy with realse of a chip??? WHich one? Then there was a notice on INTC price reduction that will not effect the earnings! Any idea what are they talking about?" Yaacov why don't you just read the latest Intel news and find out for yourself? EP

To: Yaacov who wrote (104058)	6/6/2000 11:13:00 AM
From: Burt Masnick	Read Replies (3) \| Respond to of 186894

Yaacov, Intel is delaying the Timna, their highly integrated LOW END chip that was designed to work with Rambus. The memory translater hub (MTH) chip is necessary to have it work with conventional RAM. But the MTH seems to have enough design or manufacturing problems that it is an unreliable part. This is undoubtably a big time snafu. However, the incredible upside is that Intel, due to extremely high demand, didn't have enough capacity for enough wafer starts. Now they can shift some of the scheduled Timna starts to other products, probably a mix of Celeron IIs, Pentium IIIs and Willamettes. Because they can use those silicon wafers previously scheduled for Timna for other high demand products (maybe even Xeons) they won't suffer any revenue loss and might even pick up some revenue. The problem is that they are letting Via possibly get into the low end business. I suspect they will price the low end Celerons very agressively. Shalom, Burt