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

To: Paul Engel who wrote (108418)	8/26/2000 12:24:40 AM
From: Ali Chen	Respond to of 186894

Easy, easy Paul! - <why don't you make fun of the THERMAL BRICK> 62C junction temperature of 1.13P3 - that is real fun! Have fun, - Ali

To: Paul Engel who wrote (108418)	8/26/2000 1:00:29 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: why don't you make fun of the THERMAL BRICK SHT HOUSE* Paul, You sound frantic, and who can blame you. AMD has a volume production 1.1GHZ chip that is within spec at 90C. Intel parts tolerate 80C up to 866MHZ, after that, the rules must be bent. It's pretty easy to keep a chip like the Athlon below 194F, it appears to be impossible to keep the P3 below 144F. Figuring heat dissipation is a lot like current, just substitute temperature difference for voltage - and in a 100F ambient case, twice the "voltage" is available to remove heat from the Athlon. It's easy to keep the Athlon cool with an inexpensive heat sink and fan. Almost all of the profits in the CPU business come from the top 10% or 15% of the price range, and Intel, with its huge fixed costs, is being shoved out of that market for the next year - maybe forever. 1GHZ parts generally run at 1.15GHZ with a simple FSB overclock. AMD clearly can ship 1.2GHZ parts whenever they want to. Intel's high end volume parts on the desktop are going to be limited to $200 next quarter. In Q1 of next year, AMD goes after the server business. P4 will likely let Intel fight to regain some of the desktop business, but P4 won't be suitable for server duty for another year. The Rambus swindle has the whole industry looking at significantly higher legal costs for the indefinite future, and everybody is blaming Intel for that. AMD's server products will be given plenty of opportunities by the OEM's. Now Eddlestone indicates Rambus is ready to sue Intel for royalties on most of Intel's products. Patent Problems for Intel? Steven Fyffe Aug 25, 2000 --- Intel could end up owing alimony money to Rambus, whether they break up or stay together. If Rambus’ patents for SDRAM and DDR prove to be valid, Intel will have to pay up just like everybody else, said Mark Edelstone, semiconductor analyst for Morgan Stanley Dean Witter. “The bottom line is that Rambus has patents that they need to enforce, and you can't selectively enforce those,” Edelstone said. How would you characterize AMD's current move: Calling Intel's bluff, or going for the jugular? Dan