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

To: Tenchusatsu who wrote (123660)	12/23/2000 12:05:39 AM
From: Jim McMannis	Respond to of 186894

RE:"Jim and all, just did a little shopping for a new system for my folks. Seems like most systems out there for sale are either P3, Celeron, or P4. Pentium 4 systems are everywhere, but with the current $2000+ price tags, they're mainly for show. Most people I've talked to know more about Pentium 4 than Athlon. Seems the Jimmy Mac theory of "MHz [GHz] sells" still holds, at least to a degree" You must live in Intel territory. Athlon and Duron and P3 dominate the retail scene here. Celeron seems to be really low end. If there is a P4 it's just one but it usually is on the end cap and has a cool looking monitor. Since the P4s are "usually" paired with decent video cards I'd expect that games would run well on them, especially those that hog memory bandwidth. Talking to salesmen at retail outlets, well they don't have much good to say about the P4 yet. Without the Mhz I don't know where the P4 would be other than on the floor of the drawing room. Mhz well sell some without a doubt, though.

To: Tenchusatsu who wrote (123660)	12/23/2000 1:03:36 AM
From: Dan3	Respond to of 186894

Re: Seems like most systems out there for sale are either P3, Celeron, or P4.... Interesting. I've been tracking availability at retail for months, and through last week both brands were well represented on the shelves of the many stores I visited. I'll try to make some rounds again tomorrow. From what you posted, it sounds like AMD systems have had good sell through with 2 days left in the season, while there is a lot of Celeron and P3/P4 inventory left in the channel. So AMD can start moving product again (like finally introducing 850 Durons and 1.2GHZ Athlons at retail) but Intel is going to have to wait for things to clear. I saw a big stack of P4 boxes at a Micro Center early last week - given what we know about RDRAM production, if not P4 production, I don't think that's a good sign for P4. It looks like neither Rambus nor wafer capacity for P4's is an issue after all. In fact, Intel may have already made enough P4s this quarter to supply the demand for months to come. I just verified using ODBC to link Access 2000 as a client to SQL Server 2000 on a SiS 730s based system (both client and server running on the SiS board). Zero problems, perfect performance. This board is basically 2 chips and a DIMM - a cpu, a system chip, and a DIMM. The system chip supports 266MHZ FSB, handles video, I/O including ATA-100 and serial/parrallel/USB ports, sound, network, modem and memory controller. Add case, keyboard, CDROM or DVD, hard and floppy drives and you have a computer. SiS did what Intel probably should have done instead of timna - combine north bridge, south bridge, video, network, modem, and sound into a single chip. The board was $95, quantity 1, off the shelf of a retailer and includes a software bundle. As volume ramps, these boards should come down to $75 to $85 dollars. Stuffing a $500 box will leave about $150 for an AMD cpu - big change from the bad old days when $0 was left over for AMD in a $500 box. Nice to know there's going to be room in the channel for new systems based on these boards and the other new Athlon core chipsets coming from SiS, Via, ALi, Nvidia, Micron, AMD, and API. Dan PS - Intel still has the server, Fortune 500, and notebook markets pretty much to itself, so I wouldn't worry too much about AMD beating it in the retail segment. I also suspect there are a fair number of AMD systems still out there despite what you posted. But AMD's progress has been steady, and there are some awfully juicy targets waiting for it in the form of those other markets.