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

To: Paul Engel who wrote (115686)	11/2/2000 3:47:13 PM
From: Gary G. Withrow	Read Replies (2) \| Respond to of 186894

Paul, Here's some other good news for INTC in the server market: Update: IBM has signed a deal to sell 15,000 Linux computers to Lawson, a Japanese convenience store chain, the company announced Thursday. The servers will be used so customers can download music, movies and other Internet content from terminals in the stores, IBM said in a statement. Lawson currently has Windows computers that let customers buy concert tickets and reserve airline tickets. Lawson plans to install two of the Intel-based xSeries servers in each of its 7,600 stores throughout Japan. An IBM representative declined to disclose terms of the deal. IBM will provide installation and maintenance services as part of the deal, an IBM representative said. IBM has a Linux support center in Tokyo. The computers will use Red Hat Linux, spokesman Melissa London said. Although details haven't been settled, Red Hat expects to earn money from the deal either directly or through providing support services, she said. In addition, IBM announced two new low-end servers, including the $970 x200 model with an Intel Celeron chip. IBM also released the x220, which can accommodate two CPUs, with a bare-bones price of $1,400. Both servers can be mounted in a rack, IBM said in the statement.

To: Paul Engel who wrote (115686)	11/2/2000 5:03:26 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Paul and all, confirmation of AMD's DDR "paper launch," from the AMD Mod Squad: Message 14713641 Thread: I called Micron and asked about purchase of either the 266 or the 200 fsb MaxXPs, and learned that they are projecting shipping of a 266 system ordered next Mon. (first day they are taking orders) in 42 days, and that either fsb with the 1.2GHz cpu has the same lead time. For the 1GHz 200 fsb model, order today should ship in 28 days. When I inquired the reason for the long lead time on the 266 fsb systems, the rep said "AMD made sort of a paper launch, the chips aren't even on the truck yet". No mention of any MB problem, and I didn't probe for it, since I wanted to hear what their presentation to a normal customer was. Let's hope Intel has given up on their recent attempts at paper launches when Pentium 4 is released. Already there are signs that P4 will be a traditional "available at release" launch. Tenchusatsu