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

To: Paul Engel who wrote (113866)	10/17/2000 8:44:27 AM
From: John F. Dowd	Read Replies (3) \| Respond to of 186894

Ten and Paul: On another front it seems that INTC is going to benefit from the MRVL/GALT merger. They have deals like this brewing all over the place as they position themselves for new fast growing markets: Lifted from Goldbug Guru post at MRVL AGREEMENT WITH INTEL Effective May 19, 2000, we entered into an agreement with Intel Corporation for the integration of our Gigabit Ethernet physical layer device and an Intel networking product for the personal computer end user market. The integrated device that we develop pursuant to the agreement may be sold only to Intel. Under the agreement, Intel is required to purchase its requirements for any similar item from us through the one-year period after the sampling date, which means the date Intel first makes the integrated device generally available for purchase. The term of the agreement is two years from the sampling date, subject to Intel's right to terminate the agreement early. If Intel provides us with notice of early termination after the sampling date, Intel will remain obligated to purchase its requirements for any similar integrated device from us during the one-year period following Intel's notice of early termination. Under the agreement, Intel may purchase the integrated device from us at specified prices. Alternatively, Intel may elect to purchase the integrated device from us at prices based on our cost of product and the price at which Intel sells the product, which may impact our margin on sales of the integrated device. The agreement includes exclusivity provisions that provide that we may not deliver or license our Gigabit Ethernet physical layer device technology to any third party under an agreement that would permit that third party to integrate that technology with a device similar to the Intel networking product. We further agreed not to design or perform any other work with anyone other than Intel on any chip that integrates our Gigabit Ethernet physical layer device with a device similar to the Intel networking product for use in developing a product similar to the integrated device. The exclusivity provisions generally terminate upon the earlier of notification of early termination of the agreement or the end of the second calendar quarter after the sampling date. The agreement does not restrict our sales of stand-alone Gigabit Ethernet physical layer devices. The agreement also does not restrict sales of other integrated devices provided those devices do not integrate our Gigabit Ethernet physical layer device technology with devices similar to the Intel networking device that is the subject of our agreement with Intel. JFD

To: Paul Engel who wrote (113866)	10/17/2000 10:13:20 AM
From: puborectalis	Read Replies (1) \| Respond to of 186894

AMD announces chips, drops prices -------------------------------------------------------------------------------- posted 1:23am EST Tue Oct 17 2000 NEWS AMD announced immediate availability of its 1.2GHz Athlon processor and 800MHz Duron processor just after midnight this morning. Computer manufacturers Hewlett-Packard, Compaq, and Gateway will be producing PCs based on the microprocessors. Both processors are produced on AMD's .18 micron process. AMD has also reduced prices across both the Athlon and Duron processor lines. However, the listed prices are much higher than the actual prices that AMD's chips are available for at the comparison pricing site PriceWatch. We have put together a table with the listed AMD price, the lowest listed PriceWatch price, and the % difference between the two, called the "AMD Factor" below. Chip AMD Price PriceWatch AMD Factor Athlon 1.2GHz $612 $488 20% Athlon 1.1GHz $460 $357 22% Athlon 1.0GHz $350 $267 24% Athlon 950MHz $282 $233 17% Athlon 900MHz $215 $170 21% Athlon 850MHz $193 $148 23% Duron 800MHz $170 $104 39% Duron 750MHz $112 $81 28% Duron 700MHz $88 $61 31% Read the press release at AMD. We also covered AMD's low prices in a news item yesterday. ROB'S OPINION It's interesting to note that the AMD factor is about 20% across the board for the Athlon and around 30% for the Duron. AMD has a habit of announcing prices at higher levels than the chips are actually available at. The only reasons I can think of are to keep Intel on its toes, or to allow retailers to charge higher prices for the chips to get higher margins. Services like PriceWatch (and our news pointing it out) tend to negate any such large margins. The next move may go to Intel, if it decides to lower prices and follow suit. The 1GHz Pentium III is running at $664 currently. That will surely drop when Intel releases the Pentium 4 in late November. However, AMD is expected to release its own 1.33GHz Athlon around the same time. Intel and AMD may be aiming for Comdex on November 13-17 to release their next salvos. AMD now leads Intel's fastest in-production chip by a whopping 200MHz. So far, I've only seen Tom's Hardware review the new AMD chips. The Gateway Select and Compaq Presario 7000 pages are also not updated, but I am writing this at 1:26 A.M. so I'd expect there to be lots more info out later today.

To: Paul Engel who wrote (113866)	10/17/2000 10:19:20 AM
From: GVTucker	Read Replies (3) \| Respond to of 186894

Paul, on today's Wall St. Journal editorial page, there's a rather disturbing note in Michael Malone's column about Bob Noyce rightly deserving to share in this year's Nobel Prize for physics. Tell me, [Wolfe] asked, how is Bob perceived these days in the Valley? I was sorry to tell him that Noyce was hardly remembered at all. A whole generation of dot-com kids have grown up never once having heard Robert Noyce's name. And they are the worse for it. Bob Noyce hardly remembered? Paul, say it ain't so.