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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (7414)	10/11/2000 8:41:49 PM
From: Voltaire	Read Replies (1) \| Respond to of 65232

Intel delays launch of recalled PIII The chip maker will focus on getting its next-gen Pentium 4 to market, and delay reintroduction of the faulty PIII. By John G. Spooner, ZDNet News October 11, 2000 7:58 AM PT SAN JOSE -- Intel Corp. is gearing up to launch its next-generation Pentium 4 chip as soon as next month, but the chip maker won't ship its recalled 1.13GHz Pentium III chip until next year. The 1.13GHz Pentium III was recalled in August due to a problem that could cause certain applications to freeze. Sound off here!! Post your comment Intel Pentium Chips central Pentium 4 -- When will it ship? Intel chips in for cheaper Pentium 4 PCs Intel recalls 1.13GHz Pentium IIIs Pentium 4: Slower speed, higher price? A look under the hood of Pentium 4 INTC: News Profile Chart Estimates Intel (Nasdaq: INTC) executives at the Microprocessor Forum here said on Tuesday they'd rather emphasize the Pentium 4 as Intel's performance leader instead of rushing to get the fixed Pentium III back on the market quickly. "With the emphasis on Pentium 4, we don't see a lot of demand for (1.13GHz Pentium III) in the fourth quarter," said Bill Siu, vice president of Intel's Intel Architecture Group. "We're probably looking at next year (for 1.13GHz Pentium III to ship)." P3 delayed until second quarter However, volumes also play a major role in the re-launch. The 1.13GHz isn't expected to ship now until the second quarter of next year, when it will be available in large volumes. The 1.13GHz Pentium III was only available in very limited quantities when it was first announced last July. The 1GHz Pentium III, which was announced in March, was not available in large quantities until last month. Another consideration in 1.13GHz launch plans has to do with packaging. The chip had previously been available only in Intel's cartridge-like SECC2 packaging. Intel has plans to transition the chip to its newer 370 pin socket FC-PGA package, otherwise known as flip chip, next year. PC makers told Intel they'd rather not design PCs with the SECC2 package and then have to redesign those PCs again within a short time to accommodate the FC-PGA package, Siu said. Meanwhile, Intel's main competitor, Advanced Micro Devices Inc., is expected to launch its 1.2GHz Athlon chip for desktop PCs at the end of this month. AMD (NYSE: AMD) discussed its strategy to break into the corporate market with a new dual processor chip set, called 760MP. The company demonstrated, for the first time, a dual processor Athlon system at the Forum. Intel, which was expected to launch Pentium 4 this month, is now expected to begin shipping the chip at 1.4GHz and higher speeds late next month. The Pentium 4 will become Intel's performance leader, but Siu expects it to move into the mainstream of the processor market "within a very short period of time." At the Microprocessor Forum, Intel officials went over the design of the Pentium 4 processor, but revealed no new information since disclosing a number of details on the chip since its fall developer conference.

To: Boplicity who wrote (7414)	10/11/2000 9:42:30 PM
From: McNabb Brothers	Read Replies (1) \| Respond to of 65232

Greg, This should help: biz.yahoo.com Hank

To: Boplicity who wrote (7414)	10/12/2000 12:49:31 AM
From: solihull	Read Replies (1) \| Respond to of 65232

Many thanks Greg for the timely response on GMST and link to the chart. BTW, did you say this? "A list to help find a bottom . . . 1) 2 billion shares plus (record volume better) 2) Financials need to lead the NYSE 3) Semiconductors need to lead the Nasdaq 4) Great earnings followed by earnings estimates and price target increases in more than just a few important names 5) a jump up in estimates for the cell phone industry either by Nokia, Qualcomm, or Ericsson. 6) Mergers in weak sectors 7) Oil needs to stabilize between $28 –$32 through November and start dropping back to $25 by the end of the year. 7) More inane media reports about the end of investing 8) Bush or Gore needs to start defining the election 9) More towel throwing from investors calling it quits 10) More towel throwing from people leaving jobs to start an Internet company 11) Fewer billion dollar market-caps with 15 million in revenue."