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


To: Paul Engel who wrote (120209)12/1/2000 11:32:35 PM
From: Hightechhooper  Respond to of 186894
 
Paul,

I share your excitement over this business segment. I am not sure if the time stamp on the article is accurate (it shows release about 9:30 PM eastern) so I am not sure if the data has been assimilated in the market. This potential product mix issue not only would aid revenue growth but, more importantly, profit growth since the margins on these parts are higher than mainstream (especially consumer) desktops.

INTC management are the only ones that have the ability to see the whole INTC profit picture simultaneously, therefore, it is incumbant upon them to report this information externally...especially during times of uncertainty (IMHO).

Does your friend George really work in IR? If so could you give me his extension so I could talk to him about this issue? I talked with Doug L. today and he was very understanding and open to these types of thoughts but I would like to discuss this more proactive approach of IR managment with more people if I could.

Thanks for all the great information you provide, especially technically. You are a big reason I am so heavily into INTC right now. Although, I may be cursing your name next week if I get that margin call!!



To: Paul Engel who wrote (120209)12/2/2000 12:09:49 AM
From: maui_dude  Read Replies (1) | Respond to of 186894
 
Aloha Paul, Hightechhooper,

I agree with you, that the rapid sales of laptop has tremendous significance.
If you analyze Intels webcast from last month, all the news coming out these days make sense. They expect very good growth in laptop and server market. However, they expect only 10% overall growth from IAG for 2001. Which means, desktop sales are hurting (as gateway confirmed) and they probably knew it a month ago (and hence unlikely to pre-announce Q4 revenue).

Unfortunately, the percentage revenue from laptop and server area is not very significant (my guess ~25%, though higher ASPs) of the overall IAG revenue at this point and it may not help the overall revenue too much in the short run. However, this is great news for the long run as laptop (and server) make up a larger percentage of IAG revenue (Intel expected laptop sales to be 25% of IAG by 2003 ?). It seems like AMD will have to start competing against Intel in areas where are they are quite behind.

Maui.



To: Paul Engel who wrote (120209)12/2/2000 1:56:31 AM
From: deibutfeif  Respond to of 186894
 
Paul and Intel Investors:

tnr.com

SNS Tech Trends
PC slowdown? Not with Intel's Pentium 4 on board
PC makers may have fallen on hard times. But with the quiet debut of Intel's new speed demon of a chip, get ready for the sector to ramp up in a flash. Here's what that processing power makes possible.
By Mark Anderson

It must be a sign of the changing times.

Five years ago, the Intel (INTC, news, msgs) announcement and release of a new generation of processors would have been headline news everywhere; after all, various flavors of this new chip layout will drive computing for the next 5-10 years. But these days, at a time when every piece of good news is used by short-sellers as a reason to dump a stock, no one wants to stand out, even when the achievement will drive markets for years.

So, after a couple of delays, we have this very modest rollout.

What is it?

On the surface, Intel immediately reclaims the speed record at 1.4 and 1.5GHz, with much more to come. The ultimate speed of the new design is claimed at 10GHz, but my experience is that whatever Intel claims, its real performance is beyond.

We get moved from a 133MHz bus to a 400MHz bus (with 3.2 GBps transfer speed), which will go far to advance realtime rich media use on PCs. The chip is 50% more gated, i.e., has 42 million transistors; but also is made in a format twice as large. In chipland, this means at least a 4x increase in the chances of making mistakes, which could mean a decrease in productivity, all else being equal, of 75%. Of course, these are not the real numbers, but for Intel's recent history of production snafus, this is not encouraging.

What else do we get? A math engine that runs at two times the clock speed, with a connected Rapid Execution Cache. An overview engine that sees three times the potential operations, and so increases the efficiency of what gets done when. Specialized SIMD extension 2 arithmetic and floating point that should aid, in conjunction with 144 new instructions, rich media operations.

Who cares? Does it matter?

You will find many media outlets giving out a big yawn about a new processor (from anyone), because either a) the writer is too inexperienced to understand the power of a new generation of chips, and/or, b) nothing is exciting anymore, and there is, specifically in this case, no obvious new application that needs this power.

Boy, is that wrong.

Let's ask what we need local power to do. How about this list:
Matching fat pipes to processing power, allowing the computer to generate images and data displays in real time. As pipe bandwidth explodes, PC processing needs to keep pace;

Until they do keep pace, PCs have an even bigger job: for midsize pipes, PC processors need to have enough speed and bus bandwidth to do realtime compression and decompression to compensate for the pipes' failings. Either way, the future is in realtime audio and video delivered to and played on your desktop;

Multi-tasking in realtime. Having had the experience of running several chip-demanding jobs at once, I can tell you what happens: only one works at a time, because we are still using a von Neumann serial computing design paradigm. As communication becomes a key part of the PC, and as we introduce streaming via fat pipes, this will simply not work anymore, which leads to:

The communications PC. As this becomes the new central task of the PC, the need for realtime multitasking and multiprocessing grows. We are clearly in a transitional mode here, waiting for multiple processors (thank you, Steve Jobs) on normal machines. How long will it be?

Voice recognition. Even if you dedicated a server's worth of processing power to this task, it still would not work properly unless run on a server farm; instead of a server. At a time when voice-driven applications are trying to break out every place on the Net, anyone who thinks that PCs are overpowered is, well, underequipped.

Peer-to-peer and Grid systems. I like this point the best. In a system wherein all linked systems are supposed to be democratically linked, and working in tandem, who runs the show? Who gets the hidden advantage? The master or the slave? Why, Your Machine, of course.

And, oh yeah, games. Games suck cycles without remorse. And games are becoming an ever-more important reason to own computers. You may know that, unlike five years ago, most advanced gamers are in the (male) 25-35 years category. Interesting, eh? And what is the difference between a game and a great interactive movie? None, except in execution.
Thanks, Intel. We'll use all of those cycles, and then some.

Get ready for new PC sales to ramp.



To: Paul Engel who wrote (120209)12/2/2000 4:33:02 AM
From: Joseph Pareti  Read Replies (1) | Respond to of 186894
 
cool post PAul.

this is the kind of info I would want to read
on this thread on a regular basis (and not only for nerve-soothing purposes).

Unfortunately, there seems to be a correlation between the market dismal and the (bulk) of the posts on this thread. A great majority of them just churns over and over the presidential crap.

Is this all an Intel-savy has to say ? I am sure that if everybody just gave a second thought before posting something on the elction, and instead, they would focus on Intel business (and there is so much), the quality would improve dramatically and the sentiment too.

The "lemmings' rule " seems to be not only true for investors but also for reviewers -- today SI awards stuff like this as "cool post of the day"

Message 14921118



To: Paul Engel who wrote (120209)12/2/2000 8:56:24 AM
From: Scumbria  Read Replies (1) | Respond to of 186894
 
Paul,

The fact that Intel's design teams used Low Power Dissipation as a major design goal has helped them DOMINATE this segment - especially in light of AMD's speed-at-any-cost-power-be-damned AthWiper design.

This probably isn't very fair. PIII is based on a mature core which has been through many years of power saving improvements. The original Pentium Pros were very power hungry, but years of work made them increasingly practical in the portable market.

Athlon has only been on the market for 1-1/2 years, and AMD is close to releasing their first low power version. One simple technique for saving power is downbinning fast parts and dropping their voltage. A 30% voltage reduction cuts power consumption by 50%. A 50% drop in frequency reduces power consumption by an additional 50%.

It might be possible to take a 1.2GHz part, and run it at 600MHz with a 75% power reduction. Relatively minor changes to the design can probably save another 50%, so I will not be surprised if we see Athlon notebook parts that reduce power consumption to 1/8 the current level.

Scumbria