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

To: Paul Engel who wrote (106223)	7/26/2000 10:14:46 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

Paul, Seymour based his article on a false premise, that the chipset supporting SDRAM will come out 4Q00. The CNET story quoting Intel said next year. An analyst quoted in that story opined it would be 2H01. And what did you think of this report we saw yesterday from UBS Warburg: Message 14107117 "11:31am EDT 25-Jul-00 UBS Warburg INTEL PREPARES TO DEFEND ITS POSITION WITH AGGRESSIVE P4 RAMP SUMMARY: Intel's position in the microprocessor market has come under increasing pressure as AMD's Athlon processor has been able to challenge Intel at the mid- and higher-performance segments of the market. We believe that Intel is accelerating its performance treadmill with the aim of out distancing AMD and attempting to relegate the AMD's processors to the lower-end segments of the market, a strategy that has worked successfully in the past. HIGHLIGHTS: * Key to this strategy is the introduction of the Pentium 4 processor. We expect Intel to introduce the Pentium 4 in September starting at speed of 1.3 and 1.4 GHz with plans of aggressively building on this performance level in 2001. * Rambus memory is key to delivering the performance promised by the Pentium 4 processor. However, with the current state of under capacity in the semiconductor industry, SDRAM prices are trending upward and PC manufacturers are not finding ample motivation to drive the volume ramp of RDRAM in 2H00. * As Intel prepares for its semi-annual developers forum, [Tuesday Aug 22 thru Thursday Aug 24] we believe that they are developing a contingency plan in case they are required to drive Pentium 4 processors more rapidly into the mainstream desktop or an ample supply of RDRAMs does not materialize to support the Pentium 4 ramp in 2001. We believe that Intel has developed a plan and is beginning to notify OEM's that it intends to introduce a lower performance Pentium 4 chipset that supports PC133Mhz SDRAM in 2H01targeted at mid-range systems. * Regarding Intel (INTC-$138-Buy): We believe that Intel is taking the appropriate steps to defend its position in the marketplace without engaging in an all-out price war by pursuing a strategy that has worked well in the past. Accordingly we maintain our Buy rating with a 12 month target price of $190. * Regarding Rambus (RMBS-$86.19-Strong Buy): We maintain our Strong Buy rating and 12-month $165 target price. We believe that the company's high performance RDRAM memory will become a dominant architecture as higher performance Pentium 4 systems create demand and volume economics reduce cost which should allow RDRAM to penetrate into the mainstream desktop, more likely to occur in 2H01/1H02. Near-term, based on the company's strong IP portfolio and recent successful non-RDRAM licensing agreements with Toshiba and Hitachi, and an expectation that more will follow, we are not motivated to change our estimates or investment view." Barry

To: Paul Engel who wrote (106223)	7/26/2000 10:18:19 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Intel Investors - ACE/ALi announces DDR SDRAM Chip Set for Intel's Pentium III and Celeron devices. I recall a technology licensing deal between ACER/ALi and Intel from about a year ago - so hopefully this Chip Set will not get caught in Legal Limbo. Paul {===================================} biz.yahoo.com Wednesday July 26, 4:23 pm Eastern Time Company Press Release Acer Labs Announces First DDR Core Logic Chipset for Intel Pentium II, Pentium III, and Celeron Processors Desktop and Mobile PC Systems Get Performance Boost from Aladdin Pro 5 and Aladdin Pro 5M Chipsets SAN JOSE, Calif.--(BUSINESS WIRE)--July 26, 2000-- Today Acer Laboratories Inc. (ALi) announced the availability of two new DDR Core Logic Chipsets, the Aladdin Pro 5 for desktop systems and the Aladdin Pro 5M for mobile systems. In its press conference held in Taipei, there is also a live demonstration of the system utilizing the newly developed chipset. These chipsets are designed for PCs utilizing all of Intel's Slot 1/Socket 370 family CPUs including Pentium(TM) III, Pentium II and Celeron(TM). The Aladdin Pro 5 and the Aladdin Pro 5M enable the newest 200/266 DDR (double data rate) memory technology for these Intel processor-based systems. ALi is a leading supplier of chipsets for the mobile market with extensive expertise in advanced power management and system implementation. In the mobile market space the power advantages of DDR, coupled with ALi's advanced power management capabilities, greatly enhances the capability of system designers to develop power-efficient systems. The Aladdin Pro 5 chipset, designed for desktop PCs, includes the M1651 Northbridge and the M1535D+ Southbridge. The Aladdin Pro 5M chipset, designed for mobile systems, includes the M1651 Northbridge and the M1535+ Southbridge. The M1651 Northbridge supports both 100 and 133MHz FSB (front side bus). The memory controller supports 200/266MHz DDR, as well as 100/133MHz SDRAM to provide system designers with maximum flexibility in phasing in the new memory technology. Symmetrical and asymmetrical addressing is supported with maximum memory of 3 GBytes. Other key features of the M1651 include it's proven 4X AGP support, PCI interface and Advanced Power Management. ``As a pioneer in enabling DDR, we have been working with the leading memory vendors and OEMs to assure that DDR not only provides an enhanced technical option for PC manufacturers, but is also a highly viable and manufacturable system solution,'' explained C.L. Tsai, VP of System Products Division for Acer Labs. ``The market demand is high, and with this announcement, we are ready to bring this advanced technology to a large variety of Intel- and AMD-based systems that extend from the value segment, through the mainstream, to workstations.'' ALi now provides its customers with a portfolio of DDR chipsets including the just-announced ALiMAGiK 1 and MobileMAGiK 1 chipsets supporting AMD's Athlon(TM) processor, Mobile AMD Athlon processor, and AMD Duron(TM) processor. The M1651 Northbridge is coupled with ALi's leading Southbridges for a complete solution. The Aladdin Pro 5 pairs with the M15350D+ desktop Southbridge. The Aladdin Pro 5M Mobile chipset uses the M1535+ mobile Southbridge. These highly-integrated Southbridge devices provide integrated AC-Link Host controller, Hardware Sound Blaster Pro/16 compatibility, Host Signal Processing (HSP) software modem interface, ACPI support, Ultra-DMA 33/66/100, USB and Super I/O controller. ALi's advanced power management system in the M1535+ has established ALi as a leader in providing system design features and flexibility for mobile systems. The Aladdin Pro 5 chipset is sampling now and will be in volume production in Q4. In 20K quantities it is priced at $33. The mobile version -- the Aladdin Pro 5M -- is also sampling now with production in Q4. This chipset is priced at $38 in 20K quantities. About ALi Acer Laboratories Inc. (ALi) is one of the world's leading personal computer core logic chipset manufacturers. In addition to core logic chipsets, the company designs and manufacturers a full range of PC peripheral devices including X86 embedded controllers, super I/O controllers, scanner controllers as well as MPEG, CD-ROM and DVD controllers for both the PC market and the consumer/information appliance market. The company aims to become a major solution provider in the emerging information appliance era. The company employees about 600 people with sales revenue of about $130 million in 1999. Find out more at ali.com.tw. -------------------------------------------------------------------------------- Contact: Acer Laboratories Inc., USA Nancy Hartsoch, 408/544-3105 nancy_hartsoch@acer.com or BW&A Vera Haire, 510/413-4994 ext. 103 vera@bwapr.com