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

To: Elmer who wrote (109593)	9/10/2000 11:49:54 AM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Elmer, Their processor designs are much too tightly coupled with their own Fab process. So going to a contract fab would be a nightmare. At the pool a couple of years ago, I heard that IBM had manufactured 400MHz K6 parts. Scumbria

To: Elmer who wrote (109593)	9/10/2000 12:15:12 PM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

Elmer & Intel Investors - Some Good Intel News - finally ! Fry's Electronics is now selling Pentium III 1 GHz and 933 GHz Hewlett Packard Pavilion PCs. So, Intel is now DISPLACING the AThlon in these stores. Further, the notebook PCs at Fry's consisted of 1 AMD K62 Compaq PC and about 20 Intel Pentium III and Celeron-based notebooks ranging in speed from 500 to 750 MHz from Compaq, Sony, Toshiba and Fujitsu. And at the time I was there, the bulk of customers (4 to 1) were purchasing notebook PCs. So, despite Intel's major screw-up with the 1.13 GHz Pentium III, the fact is that 1 GHz Pentium IIIs appear to be hitting the markets in larger and larger volumes, as well as the fact that the fastest growing segment - notebooks - appears to be completely dominated by Intel - highlighting AMD's FAILURE with their AthWiper strategy - which was SPEED AT ANY COST and ANY POWER. AMD is approaching ZERO presence - real fast - in the notebook market. Intel has had some screw ups - but they have some MAJOR SUCCESSES as well. Paul