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

To: Scumbria who wrote (105674)	7/14/2000 5:50:15 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Scumbria, <It seems like INTC has been doing quite well since the i815 announcement. Think there is a correlation?> It's apparent that those high-margin 815 chipsets are making tons more money for Intel than those low-margin 700 MHz Xeons w/ 2M of on-die cache, not to mention those bargain-basement Coppermines. Tenchusatsu

To: Scumbria who wrote (105674)	7/14/2000 5:55:55 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"It seems like INTC has been doing quite well since the i815 announcement. Think there is a correlation?" I'd say so... It's looking more and more like they will salvage their chipset business and have found a way around RAMBUS if need be. They are also getting within eye shot of Willy and Itanium and are at least increasing Coppermine production. What they are lacking in speed binning they are making up for with PR smoke screen. So it appears they will make it to Willy while controlling damages due to Athlon. The next big hurdle will be Willy tied to RAMBUS...and the announcement that Timna (possibly) has been canceled. So we will see...