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To: Cirruslvr who wrote (108774)	8/28/2000 8:26:00 PM
From: Dan3	Respond to of 186894

Re: So much is riding on the P4 that its release has to be practically perfect. But if they are 100% sure it is fine, then make as many as then can and try to out-GHz AMD. They can't. It's a brand new chipset that only works with Rambus. And RDRAM production has been significantly cut during the past month. Even if a good volume of P4's yielded at 1.3GHZ, there won't be many boards to put them in, and if Intel put forth some heroic speculative effort and produces a half million or a million chipsets and motherboards, there won't be available memory that could work with them. Rock and a hard place. The realization of that present situation should result in some interesting comments from Intel about Rambus during the next few days. Regards, Dan

To: Cirruslvr who wrote (108774)	8/28/2000 8:41:46 PM
From: Tenchusatsu	Respond to of 186894

Cirrus, <Actually, what I'm saying is that Intel could release a 1.3GHz P4 to fill the gap between 1GHz and 1.4GHz> What's the point? Pentium 4 is going to be low-volume anyway at its release. "Hundreds of thousands" isn't going to translate into much compared to the current volumes on Pentium III. That is why Intel should just clock them at the highest speed grade possible so that they can command the highest prices. <Because of their recent problems, I think Intel should be low-key about the P4 release. Make it a limited volume product, keep the HYPE low like the upcoming Itanium release, and shift the wafer allocation to Xeons w/2MB cache, where the REAL profits are> I agree about being low-key regarding Pentium 4 release, if only because Willamette isn't going to be high volume anyway. I don't know about the shift to Xeon, however. The Cascades die size is so huge, Intel has to sacrifice at least four or five potentially good Coppermines to make one good Cascades (factoring in yield and all that). Although the huge profit margins on Xeon probably makes up for it, I think Intel's first priority is filling demand for Coppermine over Cascades. Tenchusatsu

To: Cirruslvr who wrote (108774)	8/28/2000 9:10:03 PM
From: ptanner	Read Replies (1) \| Respond to of 186894

Cirruslvr, Re: "Actually, what I'm saying is that Intel could release a 1.3GHz P4 to fill the gap between 1GHz and 1.4GHz. Intel says the 1.13GHz PIII will be back in October, but that should just be ramping up in volume so real availability might not occur until December considering the recent launches. In that same time period Intel could downbin the P4 to 1.3GHz so they can fill the HUGE hole they will have in their line up." Is a MHz gap a big deal or could it be "bridged" by providing a full range of microprocessor prices? -PT