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

To: Tony Viola who wrote (104876)	6/25/2000 7:39:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"Jim, new Celerons announced at 700, 667 and 633 Megahertz, with all the infrastructure in place to ramp very quickly. Have any Duron PCs been announced by the boxmakers yet? Forget Rambus, this is more of a potential AMD stock hit."... The trouble with these Celerons is that they are Coppermines with 1/2 the 256k cache laser disabled. That means Intel has to take already capacity restrained good coppermines, disable them and sell them for 1/3 the price. Doesn't sound like a great business plan to me. I've heard Intel has even told OEMs to push the Coppermine over the Celeron II for this reason. Why Intel didn't go to a new die for Celeron II might lie in the hope that Timna would replace Celeron or be the new Celeron. The delay of Timna means Intel is like locked into producing Celeron II from Coppermine die for at least another 6-8 months. With Duron at high speeds and better performance than Celeron, Intel had little choice but to intro Celeron II at similar speeds... I suspect Intel waited till the last minute...not wanting to sell Coppermine die at 1/3 of what they could get....they are obviously not happy about it...I speculate. As far as Intels (reputation) effect on AMD, I think it is major. Intel hasn't had a lot of luck lately. A lot of people had written off RDRAM...now there is a glimmer... There is also a glimmer that DDR will be stalled... A lot of people were counting on Athlon and DDR. Hard to prove any direct effect though... AMD gets no respect. The fear is Intel will crush AMD with something...Willy, whatever... Jim