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

To: Paul Engel who wrote (115203)	10/30/2000 3:16:36 AM
From: Jacques Newey	Read Replies (1) \| Respond to of 186894

Paul & Intel Investors - Uncle Sam in Serious Need of an Upgrade "Until a few days ago, some FBI agents in Dallas used desktop computers powered by Intel Corp.'s 386 processor -- a circa-1989 chip roughly 50 to 70 times slower than today's Pentium processors; frustrated agents joke about clicking "print" or "save" and watching minutes tick by." and... "The State Department this year quietly disposed of its last remaining Wang word processors from the 1970s." interactive.wsj.com =========================================================== The above article makes me wonder if estimates of U.S. PC market penetration are over stated and/or misleading. How many other US businesses and homes are in a similarly backward state? Still using Wang's???!!! Yikes!!!

To: Paul Engel who wrote (115203)	10/30/2000 8:33:38 AM
From: renard fox	Read Replies (1) \| Respond to of 186894

Hi! COO of AMD was on CNBC. Said AMD to use DDR to double the speed of SRAM? But Intel using RAMBUS? Not being a techie I don't understand that and the potential effect on INTC business vis-a-vis AMD. HELP! Regards, RF

To: Paul Engel who wrote (115203)	10/30/2000 10:35:27 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Paul, <<<Via cut its output from TSMC by about 30 percent because computer makers are reducing their chip inventories and because it recently started production of chips in Korea and needs to recover the related startup costs, the paper said. Intel, also using TSMC as a subcontractor to make chipsets, is cutting production as computer makers reduce their inventories, according to the report. >>> If true, this is terrible news. But as often happens with news coming out of the far east, accuracy and attribution are often suspect. An unnamed source cited cut backs at VIA. Is it completely because of demand? How much of it is about VIA shifting production to Korea? How do we go from an unnamed insider leaking internal information about the Tiawanese Company VIA to the second sentence with a definitive statement about Intel reducing inventories because all computer manufacturers are cutting back on inventories? What's most likely about these reports is that there is some grain of truth but that you can't draw any conclusions from them. Mary

To: Paul Engel who wrote (115203)	10/30/2000 10:55:43 AM
From: C_Johnson	Read Replies (1) \| Respond to of 186894

Hello, Despite talking about it for some time I don't know if anyone can definitively say that Intel has ever given orders to TSMC for chipsets. I see you have also noted this by saying, "supposedly" and "if at all". To a certain degree orders appear unlikely given A) TSMC's relationship with Via and B) TSMC's reluctance to be buffer capacity for Intel. As for Via it is pretty well know that they had reduced their November shipment expectations from 7-8 million to 5-6 million. This is not new news. Carl