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

To: Joe NYC who wrote (118182)	11/17/2000 9:55:07 AM
From: GVTucker	Read Replies (2) \| Respond to of 186894

First Boston comments from COMDEX, this morning: (1) Most motherboard, memory, and chipset manufacturers we spoke with were fairly skeptical about the return of demand in the mainstream PC market and this skepticism extended well into the March quarter. (2) Sales of internet appliances may actually exceed the hype in 2001. (3) PC makers are using peripherals to differentiate themselves to attract consumers (4) DDR memory appears to be the next generation choice for the mainstream PC market.

To: Joe NYC who wrote (118182)	11/17/2000 10:24:05 AM
From: f.simons	Read Replies (1) \| Respond to of 186894

Cut out the B.S ! Joe- Are we a little touchy today? You sound like a man walking down the railroad track who has just looked over his shoulder and doesn't like what he sees. Frank

To: Joe NYC who wrote (118182)	11/17/2000 2:07:27 PM
From: Saturn V	Respond to of 186894

Joe, on rereading your post I apologize. I thought that you were taunting Intel's execution on the Pentium 4, which has been pretty good so far. I agree that Intel's execution on 1 GHz+ Coppermine stinks! Intel did a terrible job characterizing the Coppermine, and did not realize that the limiting speed path for high speed units was quite different from that on low speed units. This led to improper testing, and the glaring blunder of a recall. Apparently the Coppermine design needs a major re-tweak to get the high speed units.And that may take a few months. Intel's System Level Verification Group has been stretched to the breaking point with the simultaneous verification of the Itanium, Pentium 4, and the Pentium 3 derivatives( high speed Coppermines, Tualatin and Timna). This group could have prevented the 1.1Ghz fiasco, but was too overloaded, and it appears that the 1.1Ghz units were not subject to a system level verification. The Timna cancellation will help a little. Intel will have to re-earn our trust and faith. The Pentium 4 may have begun that task.