Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Duke of URL© who wrote (119511)	11/29/2000 12:06:27 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: A problem that I could have found and fixed in 45minutes? This issue was found to be a non-issue a long time ago, as I'm sure you know, but if you want to operate that way: Is the Intel 820 still having problems with combinations of RIMMs? Is the Intel 840 still having problems with data corruption? Are the fastest Pentium 3 processors still being shipped despite their being defective? Is the P4 still being withheld from sale by Best Buy and others because the shipped systems kept crashing? (last news, it is) Are there still a million Intel 820 motherboards out there that are defective and yet to be recalled? Dan

To: The Duke of URL© who wrote (119511)	11/29/2000 12:13:49 PM
From: Tony Viola	Respond to of 186894

Duke, Intel investors, more development around Itanium, this one on the I/O side: LSI Logic Successfully Showcases Next Generation Storage Solutions for Intel Itanium(TM)-based Server Platform LSI Logic Successfully Showcases Next Generation Storage Solutions for Intel Itanium(TM)-based Server Platform MILPITAS, Calif., Nov 29, 2000 /PRNewswire via COMTEX/ -- LSI Logic Corporation (NYSE: LSI chart, msgs) today announced the successful demonstration of both SCSI and Fibre Channel storage solutions operating in a Intel(R) Itanium(TM)-based prototype system at the Fall COMDEX held on November 13-16, 2000 at the Las Vegas Convention Center. The demonstration was evidence of LSI Logic's integral role in the Intel Server Applications Program, which was created by Intel to speed the development of hardware and software products designed to take advantage of the Itanium processor's capability. "LSI Logic has been collaborating closely with Intel engineers to ensure that our storage solutions integrate seamlessly with the Itanium architecture and the COMDEX demonstration showed how well our storage products performed on this platform," said Bill Wuertz, vice president and general manager of LSI Logic's Storage Components Division. "We're proud of our association with Intel, and we'll continue to work with them to ensure that LSI Logic products perform on the production Itanium-based server environments of the near future." "LSI Logic has been a strong asset to the Intel Server Applications Program, providing valuable engineering expertise to ensure their storage product migration to the Itanium platform is a smooth one," said Lisa Hambrick, Intel's Itanium Processor Family Marketing Manager. The public demonstration featured LSI Logic's LSI53C1010 PCI-to-Dual Channel Ultra160 SCSI controller and the company's LSIFC909 PCI-to-Fibre Channel SCSI controller communicating with a new Intel Itanium-based software development platform through an LSI Logic SCSI Bus Expander. The development platform ran in a Linux64 environment. About LSI Logic LSI Logic Corporation is a leading supplier of communications chips for broadband, data networking, wireless and set-top box applications. In addition, the company provides chips and boards for network computing and supplies storage network solutions for the enterprise. LSI Logic is headquartered at 1551 McCarthy Boulevard, Milpitas, CA 95035, 408-433-8000, lsilogic.com. Notes to Editor: All LSI Logic news releases (financial, acquisitions, manufacturing, products, technology etc.) are issued exclusively by PR Newswire and are immediately thereafter posted on the company's external website, lsilogic.com. The LSI Logic logo is a registered trademark of LSI Logic Corporation. The Intel Corporation logo and Itanium are registered trademarks of Intel Corporation. All other registered trademarks or trademarks are property of their respective owners. Please do not assign a Reader Service number to this release. Source: LSI Logic Corporation Contact: Denise Ridolfo of LSI Logic Corporation, 719-533-7109, or denise.ridolfo@lsil.com /Company News On-Call: prnewswire.com or fax, 800-758-5804, ext. 516675 URL: lsilogic.com siliconinvestor.com TV

To: The Duke of URL© who wrote (119511)	11/29/2000 12:19:18 PM
From: Dan3	Respond to of 186894

Interesting P4 and Athlon benchmarks at: zdnet.com Show Athlon 1.2 roughly comparable in performance to P4 1.5 (Athlon actually faster in more apps than P4). I've estimated manufacturing costs for the components that differ between systems made with the two chips: Q1 2000 P4 Athlon Case / PS $50 $40 Motherboard $125 $80 CPU $75 $35 RAM $125 $55 Total $375 $210 I think Intel has its work cut out for it in Q1 and Q2. Here's what it was when AMD was making moderate market share gains during the early part of last year when Intel had the FCPGA parts and AMD was limited to the more expensive slot parts - not nearly the disadvantage that Intel is facing now: H1 1999 P3 Athlon Case / PS $30 $50 Motherboard $55 $100 CPU $30 $55 RAM $85 $100 Total $200 $305 What do you think will happen next quarter?

To: The Duke of URL© who wrote (119511)	11/29/2000 1:51:07 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Duke, looks like it will take three months to fix that problem you were alluding to. This looks real scary: The problem doesn't appear to be specific to any one supplier, Micron officials said Tuesday evening. Rather, the delays stem from a motherboard glitch that forced Micron to redesign the motherboard, with help from AMD and Gigabyte Technology Co. Ltd., the supplier of the board itself. So, no matter how the mobo is implemented (so far), according to Micron, there are glitch or noise problems. Wonder how Compaq got around it? Superior engineering team no doubt, but never heard of any problems from them on this. But Micron blames themselves (mostly) "It's largely our fault," said a spokesman for Micron, Nampa, Idaho. But good old AMD blames their customer, in the previous Gateway case: At the time of the Gateway glitch, AMD officials claimed the errors were the fault of either Gateway or its motherboard supplier. Couldn't find a URL. YIKES! Micron Glitch Delays Athlon PCs RELATED SYMBOLS: (AMD)(GTW)(MUEI)(JBL) Nov 29, 2000 (Tech Web - CMP via COMTEX) -- If you want to purchase Micron's latest Athlon-based PC, be prepared to wait more than three months. Micron Electronics Inc. (stock: MUEI) is reporting lead times of 98 days on a version of the Millennia XP that uses the latest AMD-760 chipset from Advanced Micro Devices Inc. (stock: AMD) and its new 266-MHz front-side bus speed, together with a 1.2-GHz Athlon microprocessor. The problem doesn't appear to be specific to any one supplier, Micron officials said Tuesday evening. Rather, the delays stem from a motherboard glitch that forced Micron to redesign the motherboard, with help from AMD and Gigabyte Technology Co. Ltd., the supplier of the board itself. When Micron launched the desktop configuration in late October, the company was already quoting lengthy lead times because of customer demand, which last week reached 56 days. Those lead times nearly doubled on Monday, when Micron finally nailed down the problem. As of Tuesday, customers ordering the delayed Millennia XP would receive the PC on Feb. 12. By comparison, the lead time for a Millennia XP that uses a 200-MHz version of the same chipset is only five to six days, Micron officials said. "It's largely our fault," said a spokesman for Micron, Nampa, Idaho. When Micron first started evaluating the systems, the first AMD-760 boards used in the Millennia XP were essentially samples cobbled together by hand, the spokesman said. But when Micron started ramping volume shipments, the company found that the boards were unable to meet the noise tolerances required by the faster 266-MHz front-side bus speed used by the AMD-760 chipset. Additional hardware filters were required, and a new six-layer motherboard with improved tolerances was approved Tuesday. Gateway Inc. (stock: GTW) also reported problems in late June concerning its own motherboards designed for the Athlon platform. However, the boards were designed by Jabil Circuit Inc. (stock: JBL), a contract manufacturer, and appear to have involved a power problem that may or may not be related to the Micron glitch. Gateway's glitches caused the company to stop shipping the new Thunderbird Athlons with integrated cache, the same chips used in the new Millennia XP While those glitches caused errors, including the potential for a user to lose data, Micron has not reported any similar problems. At the time of the Gateway glitch, AMD officials claimed the errors were the fault of either Gateway or its motherboard supplier. The Micron spokesman said the company hopes the new Millennia XPs and their redesigned motherboards will allow the company to meet demand earlier than expected. As an example, he said Micron shipped a server using the Intel 840 chipset. Although lead times were initially projected at six weeks, the company shipped the server in five weeks. The company said it hopes to be able to quickly reduce the lead times to six weeks, or about Jan. 20. However, the 98-day lead time is still the best guess, and company policy requires Micron to be conservative in its estimates, the spokesman said. "With any new industry-leading technology you're going to run into things like this," he said. However, the spokesman added, even with the extremely lengthy lead times, customer demand has been "quite good."