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

To: philipah who wrote (107437)	8/12/2000 10:31:20 PM
From: ms.smartest.person	Respond to of 186894

Sony turning to Transmeta, AMD chips New Sony notebooks to feature Transmeta, AMD chips By Ken Popovich, eWEEK August 11, 2000 1:32 PM PT Could Intel Corp. be losing its grip on PC vendors as well as the mobile market? Sources say Sony Corp., which has previously relied solely on Intel chips to power its PC platforms, will feature processors from Intel rivals for two new versions of its popular Vaio notebooks later this year. One model will be powered by Transmeta Corp.'s Crusoe processor while another will come with a chip from Advance Micro Devices Inc., according to sources. The new notebooks are scheduled to go on sale initially in Japan, with company officials having yet to decide whether they will be marketed in the United States, according to the sources. While officials at Sony, Transmeta and AMD declined to comment for this story, sources at each company confirmed plans for the new notebooks. The move may help strengthen Sony's position in the mobile retail market (the company has already garnered more than a 50 percent share of the U.S. retail market). Transmeta's high-profile friends The design win by Transmeta marks another milestone for the Silicon Valley startup, which first revealed plans for its low-power, cooler-running chips in January. Since the Crusoe's unveiling, the company has been in negotiations with a number of major computer makers about integrating its chip into their product lines. At PC Expo in June, IBM, NEC and Hitachi displayed prototypes of notebooks featuring Transmeta chips. Although IBM said it was committed to releasing a ThinkPad featuring a Crusoe by year's end, the chip has yet to appear in any product on the market. Transmeta's two processors -- the TM3200 (formerly labeled 3120), running at speeds up to 400MHz, and the TM5400, clocked at speeds of 500MHz to 700MHz -- both operate at relatively low voltage levels, making them suited for the mobile market where longer battery life is a key selling point. Transmeta's first major design win came in May when Gateway Inc. announced that it would use a Crusoe to power a new Internet appliance it was developing in conjunction with America Online Inc. The machines are slated to go on sale in the fourth quarter for less than $500 each; they will be marketed at Gateway Country Stores as well as at online sites operated by AOL and Gateway. AMD's robust retail story As for Sony's selection of AMD, the move marks a continuation of the chip maker's success in garnering a growing share of the retail market. In the United States, for example, AMD chips were featured in a majority of notebooks sold in the retail market in June, according to the market research firm PC Data in Reston, Va. "They have quietly been a very strong player in the retail notebook market," said Stephen Baker, an analyst with PC Data. "Since last November, every month they have accounted for over 50 percent of the market." For the month of June, AMD's K6-2 chips appeared in 55.1 percent of all systems sold at U.S. retail. Intel's Pentium III appeared in 34.4 percent of notebooks sold at retail, Apple Computer Inc.'s PowerPC was a distant third at 4.7 percent, Intel's Pentium II netted 2.8 percent and its lowest-cost mobile Celeron captured 2.1 percent. But Intel still dominates the corporate notebook market, appearing in more than 90 percent of systems sold, according to Mike Feibus of Mercury Research in Scottsdale, Ariz. Later this year, AMD will continue its attack on Intel in the mobile arena with the release of two new chips based on the company's top-selling Athlon and value-targeted Duron processors. URL: zdnet.com

To: philipah who wrote (107437)	8/13/2000 12:14:07 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Philip - Re: Intel is praised in Barrons this week " That must be a FIRST ! I saved the last Barron's issue where they dumped all over Intel. Let's see - a Barron's Bash always dropped Intel's stock - so...will a Barron's "Praise" help RAISE Intel's stock? We'll find out in a few days. Paul