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

To: Road Walker who wrote (111970)	9/30/2000 10:31:41 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "I don't know if the Timna (system on a chip) concept is DOA or not. It was a good idea a year ago, but not a good idea now? Maybe the market for low end PC's has dried up, and Intel feels it won't return, or maybe Intel's plan to address that market was flawed. The only thing we know for sure is that the original strategy has been abandoned, so you have to assume it was a strategic error on Intel's part" A strategic error? Not at all. It was a very good idea. The trouble was the &*!#MTH. From what I have heard from those directly involved, Timna was an excellent product, high frequencies, excellent performance(maybe too good) and it had been ready for many months. No MTH killed it. Re: "I would certainly like to be a fly on the wall at Intel management meetings about now. I would like to see if they are pi$$ed off at themselves, or are blaming outside stuff for their recent problems. That would tell me a lot about the management of this company. Are they looking for a systemic problem, or just saying they are a victim of circumstance?" The problem is spelled "RamBus" EP

To: Road Walker who wrote (111970)	10/1/2000 12:57:06 PM
From: Joe NYC	Respond to of 186894

John, I don't know if the Timna (system on a chip) concept is DOA or not. It was a good idea a year ago, but not a good idea now? Maybe the market for low end PC's has dried up, and Intel feels it won't return, or maybe Intel's plan to address that market was flawed. The only thing we know for sure is that the original strategy has been abandoned, so you have to assume it was a strategic error on Intel's part. I think a chip like this has it's niche. If you are a player who doesn't own the market for PC processors, it makes sense to pursue it. For Intel, for every sale of a low end Timna based PC there is potentially a loss of 1 higher priced processor. I think what killed Timna is it's reliance on Rambus. Without it, it would fit right into the hole that exists right now in the market - that is for low end processors. AMD is fleeing this market in search for higher profits and Intel's problems with manufacturing somehow leave intel unable to supply this market with Celerons. This hole in product line-ups of Intel and AMD opens the door for Via. Joe