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To: Tenchusatsu who wrote (107905)	8/21/2000 4:08:44 PM
From: Scumbria	Respond to of 186894

Ten, The double-speed ALU has no impact on pipeline bubbles. If so, it would have no impact on performance. But hey, maybe questions like this will be answered during this year's Microprocessor Forum. Are you going again? Most likely. I have a lot of preparations to do in advance, however. ;^)) Scumbria

To: Tenchusatsu who wrote (107905)	8/21/2000 4:36:46 PM
From: EricRR	Respond to of 186894

Tench- No NFO at IDF- is this highly unusual? ebnews.com Because of the company's dominant role in directing new PC architectures, much of the consumer computing industry will also be looking to learn more about Intel's plans as they relate to chipsets and memory. However, Intel late last week told EBN that Peter MacWilliams, an Intel fellow and director of platform architecture for the company, won't make his customary desktop-PC chipset and memory roadmap presentation at IDF. Calling Intel's decision "amazing," McComas said, "The whole world is waiting to hear what Intel is going to do, and apparently they intend to try to keep everyone in the dark. IDF is no better place for Intel to communicate with all segments of industry. I can't believe they wouldn't provide everyone with their chipset and memory roadmap which everyone is waiting for."

To: Tenchusatsu who wrote (107905)	8/21/2000 4:41:11 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Ten, Intel investors, Dan Niles was interviewed on CNBC a few minutes ago. When asked if P4 was going to be a blowout processor for Intel: - Niles didn't say much about that (think he said something about 2001) but said the remaining 2 Qs would be blowouts (something like that) because PIII is selling extremely well. - Back to school PC buying start has been great. Xmas should be even better. - 2001 could be even better still for Intel. - Intel suffered a little recently because of Dell's less than stellar Q, guilt by association, but folks have figured out since that it was a Dell thing, not an Intel one. - Intel 35% Asia now (??), that's a big kicker. Dell less than half Asia. - PC market is not "dead". In fact, he completely disagrees with anyone feeling that way. 2001 -2002 could be the best years for PC stocks since '96 - '97. He likes MU as #1 (memory shortage), Intel a close second, Compaq third. Likes Compaq because they have 30% of the server market (Intel based I'd think he means). No mention of AMD. CNBC interviewer didn't ask, and Niles didn't volunteer. Tony