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

To: Paul Engel who wrote (112823)	10/9/2000 3:25:56 AM
From: Amy J	Respond to of 186894

Hi Paul, Eric, thanks for the information on Flash. There's an interesting article by Tom Davey over at the Red Herring. redherring.com. It's about Transmeta's IPO through MWD. Here's a snippet of two quotes: "At that price, Transmeta, which lost $43 million on revenues of $358,000 for the six months through June, would have a $1.5 billion market value. [...] To me, the answer is clear: Transmeta wants the money while it still can get it." ----------------------

To: Paul Engel who wrote (112823)	10/9/2000 6:51:55 AM
From: ColtonGang	Respond to of 186894

Semiconductor Demand Strong A.P. INDEXES: TOP STORIES \| NEWS \| SPORTS \| BUSINESS \| TECHNOLOGY \| ENTERTAINMENT By THE ASSOCIATED PRESS Filed at 12:02 a.m. ET SAN JOSE, Calif. (AP) -- Worldwide semiconductor sales will show double-digit growth in the next three years as manufacturers find places for them in a variety of devices other than the personal computer, a new report finds. Sales of semiconductors are growing at a rate of at least 25 percent as electronics manufacturers put them in cellular phones, gaming consoles, cameras, set-top boxes, handheld electronic organizers and other devices, Gartner Group research unit Dataquest says in a report released Monday. Total worldwide revenues in 2000 alone are expected to jump 37 percent over 1999, to $231.6 billion, before moderating somewhat in 2001-02 and moving into a slight downturn in 2003, according to the Dataquest forecast. The report, and several others, cast doubt on reports of sluggish computer sales in Europe. Intel Corp. and Dell Computer Corp. have seen their stock tumble after warning upcoming quarterly earnings will show revenue below Wall Street expectations because of weak European sales. But a report by European research firm GfK Group provides a rationale for those weak sales. It predicted Intel rival Advanced Micro Devices Inc. in its upcoming earnings announcement would reveal its European market share jumped to 12 percent in the July-August period from 8 percent the same period a year earlier after an aggressive push to bolster sales in personal computers and notebooks. Dell uses Intel as its preferred provider of computer chips, meaning any loss of Intel market share would affect it more than most other computer manufacturers. A separate report from research firm International Data Group predicted European semiconductor sales will grow by 13 percent this year. An Intel spokesman said the company cannot comment on the reports since it has entered a mandatory quiet period ahead of earnings. Intel, AMD and other chipmakers, meantime, have been scrambling to boost manufacturing in the face of continuing shortages of high-end processors and memory chips. Cellular phone makers such as Nokia and Ericsson and makers of electronic handhelds such as Palm and Sony are moving to make ``smart'' devices capable of accessing the Internet, but the equipment requires greater processing power with low heat consumption. Flash memory, which retains information even when a device is turned off, has been in particularly short supply as nearly all mobile electronic device manufacturers compete for available supply. Analysts predict prices will remain high through 2001 until new factories begin ramping up production. ``The industry is running at high capacity, with reports of shortages and tight capacity for flash, microprocessors and some (dynamic random access memory) architectures,'' said Mark Giudici, principal analyst in Dataquest's semiconductor group. ``Stronger demand and some product allocation in late 2000 will result in higher prices for DRAM, flash and some SRAM densities has forced lead times out beyond 20 weeks.''

To: Paul Engel who wrote (112823)	10/9/2000 9:50:38 PM
From: puborectalis	Read Replies (1) \| Respond to of 186894

Intel shuffles management to ensure smooth ramp of new processors Semiconductor Business News (10/09/00, 06:42:05 PM EDT) SANTA CLARA, Calif.-- In a move apparently aimed at solving manufacturing problems in advanced microprocessors, Intel Corp. today shuffled the responsibilities of top managers overseeing its highest performing products. Mike Splinter, 50, was named executive vice president and general manager of Intel's Technology and Manufacturing Group. Splinter was previously senior vice president in the group, but he is also being given additional responsibilities by Intel to guarantee the successful ramp of key products, said the company. Splinter will oversee the migration of the Pentium III processor to Intel's new 0.13-micron technology next year as well as the company's attempts to accelerate the ramp of the upcoming Pentium 4. The management shuffle moves Albert Yu from his position as co-general manager of the Intel Architecture Group to new job heading up optoelectronics activities. Yu has led Intel's microprocessor development for 16 years. While Intel said optoelectronics was an important emerging business, company observers noted that Yu's new assignment was not a promotion. An Intel spokesman said the company has not yet given Yu an official title for his new responsibility. Paul Otellini, executive vice president, was given sole management of the Intel Architecture Group. According to the company, Otellini will work with Splinter to make Intel Architecture products successful across all areas of design, technology, and manufacturing. "These changes allow us to align the charters of key executives to address issues critical to the future of our core businesses in Intel Architecture processors and platforms," said Craig Barrett, president and chief executive officer of Intel. "Mike Splinter and Paul Otellini have all the resources under their control needed to move faster and be more successful in this area. "At the same time, we remain committed to our strategy for growth based on pursuing new opportunities in networking, communications, and services," Barrett said. "The addition of Albert Yu, who has led our microprocessor development since 1984 and made many significant contributions, provides strong leadership and support for these growth-oriented initiatives." Intel also said Claude Leglise, vice president in the Architecture Group and general manager of the Home Products Group, will now report to Gerhard Parker, executive vice president and general manager of Intel's New Business Group. Leglise continues to head up the Home Products Group, which remains focused on building blocks and products for new home digital devices, said Intel. Six weeks ago, Intel recalled its 1.13-GHz Pentium III processor after lab tests turned up errors when the chip was operating under certain kernels of the Linux operating system. During the same week as the recall, Advanced Micro Devices Inc. announced 10 PC makers were planning to new models based on its 1.1-GHz Athlon processor (see Aug. 28 story). Intel has also delayed the launch of the Pentium 4 by several weeks recently to next month. For nearly two years, Intel's attempts to quickly ramp production of faster central processors has been plagued with chronic manufacturing problems that have delayed volume shipments, cut revenues, and opened the door for archrival AMD to grab design wins in high-end systems. Analysts believe that the executive changes at Intel are aimed to solve a series of manufacturing issues--all at a time when AMD is gaining ground in the x86-based processor wars. "I don't think Intel is falling flat on its face," said Tony Massimini, an analyst who track this industry for Semico Research Corp. of Phoenix, Ariz. "But I think Intel is being pushed by AMD much faster than [Intel] expected."