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

To: Elmer who wrote (111040)	9/23/2000 11:50:57 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: There is only one reason Intel would do this. To free up fab capacity. You don't contract out wafers if you have unused fabs. So the mystery continues. What mystery? The one about Intel having limitless FAB capacity and 99% yields? Intel's problem is that its management (not its engineers) are still primarily concerned with internal politics and never admitting that they could possibly have had less than perfect judgement. AMD was planning to go with the K6-2 for a while to ease the platform transition and minimize demands on the FABs. But the K6-2 didn't scale very well, even when it was moved to .18. So management, most likely including whoever had been backing that strategy said "it didn't work as we had hoped and expected". The immediately modified their roadmaps, accelerated the Duron ramp, and just generally got on with it. They experienced a one quarter blip while that problem was solved. Contrast that with Intel's handling of next generation memory. Rambus memory looked good on paper, but disappointed in the field. A year after that became blindingly obvious to everyone except the upper management at Intel, you can still see articles like: AMD (NYSE: AMD) will counter Intel's faster Pentium 4 with a more practical, cheaper approach. By the end of the year PC makers will be able to offer Athlon systems paired with new chip sets that support double data rate synchronous dynamic RAM (DDR SDRAM), a faster version of the current memory standard, SDRAM. DDR SDRAM will be priced much lower than RDRAM. These high-end Athlon systems are expected to be widely available and priced more aggressively than Pentium 4 systems, coming in at a price range of $2,000 to $2,500. zdnet.com So that regardless of how good a job the designers of the P4 did, it doesn't matter because the arrogant clique in Intel management that bet their reputations on rambus are more worried about proving themselves right than allowing Intel to succeed in the marketplace. It's a replay of IBM's clinging to microchannel and losing control of the PC platform to Intel. Now Intel is clinging to rambus and watching an AMD led industry move to a new standard of DDR. In the 80's IBM controlled the PC platform, in the 90's it was Intel. If AMD moves the industry to DDR and LDT, then the 00's stand a good chance of being controlled by AMD. Dan

To: Elmer who wrote (111040)	9/24/2000 3:12:19 AM
From: kapkan4u	Respond to of 186894

<There is only one reason Intel would do this. To free up fab capacity. You don't contract out wafers if you have unused fabs. So the mystery continues.> This reminded me of a joke. Two friends are drinking. One is complaining that he suspects his wife in infidelity, but he is not quite sure. When pressed for details he reveals that he once followed her to a house. He then saw a handsome young man open the door and kiss her. Torn by doubt the husband was watching through a window as they entered the bedroom. To his dismay they turned off the light and he couldn't see what happened next. The friends scratch their heads, click their tongs and say: "So the mystery continues"