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

To: jim kelley who wrote (104083)	6/6/2000 12:59:00 PM
From: denni	Read Replies (1) \| Respond to of 186894

burt said it all: "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." i think intel probably didn't put their best engineers on the mth, but the it ends up being a plus to the bottom line.

To: jim kelley who wrote (104083)	6/6/2000 1:18:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Jim, re:Why not release the chip with RDRAM only. Do you think RDRAM could be produced sufficiently in Q3/Q4 so Timna could be priced agressively (Intel said $600+ systems) AND Intel/the boxmakers can maintain acceptable margins? Seems like a "chicken and egg" dilemma to me. Someone has to bite the bullet, it seems. Maybe, Intel decided it wasn't worth it, especially in an environment where they can make a pretty mint on .18 CuMines?? Just speculating... Joey

To: jim kelley who wrote (104083)	6/6/2000 1:32:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Jim, <If they need it to create volume for RDRAM they should have left the MTH off. Why not release the chip with RDRAM only.> I feel the same way, Jim. It would be nice for Intel to release Timna with a native RDRAM interface, i.e. without that problematic MTH. Then you can pair up even low-speed PC600 RDRAM with Timna, and you'll have one heck of a performer because of the integrated memory controller. However, I feel Intel doesn't want to do that because Intel is still severely capacity constrained. Perhaps Intel decided that with even PC600 RDRAM prices being sky-high, no one will want to buy a Timna-based PC with RDRAM. So it might not make sense to divert production away from product lines which are sure sellers (Celeron, Pentium III) toward product lines which aren't such sure sellers. Tenchusatsu