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

To: Barry Grossman who wrote (108575)	8/27/2000 2:43:40 PM
From: andy kelly	Read Replies (1) \| Respond to of 186894

Barry This article contains the belief of Mark Edelstone that the first P4's will be make on 0.25 process technology. Is this correct? I don't think so. andy

To: Barry Grossman who wrote (108575)	8/27/2000 2:51:24 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Looks like the author is making the same kind of mistake I made a couple of days ago: "Intel will use the old 0.25 micron process to manufacture the first Pentium IVs. After Intel feels nothing but confidence in its 0.18 micron fabs, it will shift the Pentium IVs into high gear on 0.18 micron. Intel's new CPUs are never on the right process. Intel doesn't like to take a technical risk and a product risk at the same time," Edelstone explained. EP

To: Barry Grossman who wrote (108575)	8/27/2000 3:46:52 PM
From: EricRR	Read Replies (1) \| Respond to of 186894

Someone has been smoking something... Ah, the old incremental rollout. Mark Edelstone, an analyst at Morgan Stanley Dean Witter, explained that the highly anticipated Pentium IV chip probably won't outship the Pentium III until 2003. Why? Because that's the way masterful Intel rolls out its chips. Either Edelstone has no clue about anything, or the 2003 date show that there are significant problems in P4. Pentium 2 didn't take 2.5 years to outstrip Pentium. As much as I'd like to believe the quote and cite such a delayed rollout to bash Intel, I think it's more likely that Edelstone is just an idiot.