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


To: Tony Viola who wrote (124833)1/12/2001 11:25:07 PM
From: puborectalis  Respond to of 186894
 
PC Processors to Speed Up Towards 2GHz in 2001

January 12, 2001 (TOKYO) -- The hottest topic in CPUs for PC use in 2000 was the
operating frequency for volume production CPUs, which passed 1GHz and reached as
high as 1.5GHz.

The trend in getting higher operating frequency in 2001 will be the same as in 2000.
Accordingly, the competition for higher operation of CPUs between U.S.-based
Advanced Micro Devices Inc. and Intel Corp. will continue during 2001.

On Jan. 6, 2000, AMD started shipping Athlons with a speed of 800MHz, and also on
Nov. 20, 2000, Intel started shipping a 1.5GHz version of the Pentium 4, meaning that the
CPUs' operating frequency had advanced 1.9 times during 2000. There is no doubt in
reaching the operating frequency of 2GHz by the end of 2001.

For AMD, it is planing a few detailed changes on its Athlon in the first quarter of 2001.
AMD's planned CPU, code-named "Palamino," will be for desktop PCs, and its family of
products will also debut for workstations, notebook PCs and other devices.

According to AMD's plan, CPUs for use in desktop PCs and workstations will be
marketed initially at the operating frequency of 1.33GHz, and will be followed by higher
version of more than 1.5GHz operation in the second quarter of 2001, and more than
1.7GHz by the end of 2001. "Palamino" for use in notebook PCs is planned to have an
operating frequency of 1GHz by the end of 2001, and accordingly there will be an era of
high-speed notebook PCs operating at 1GHz.

Followed by "Palamino," AMD will start shipping samples of its succeeding
"Thoroughbred" CPU in the fourth quarter of 2001. This will be the product with its fine
0.13-micron technologies, while the preceding CPU "Palamino" is based on the
0.18-micron process. As a result, the expectations for high-speed operation and low
power consumption will be carried out in its "Throughbred."

Intel defines the year 2001 as "the year of Pentium 4," and intends to replace the
currently most popular desktop PCs' CPU Pentium III with Pentium 4, which is easier to
operate at a higher frequency. Intel plans to start marketing the down-specified version
of the Pentium 4 operating at 1.3GHz for use in low-priced PCs in the first quarter of
2001, but at the same time, Intel is trying to advance its operating frequency to 2GHz by
the third quarter of 2001.

Intel also intends to use 0.13-micron technologies in its Pentium 4 processing, and
intends to try to advance its operating frequency. As a result, Intel says the shipment
volume of the Pentium 4 will exceed that of the Pentium III in the first quarter of 2002.

The change of the CPUs' operating freq. advancement rate

1996
1997
1998
1999
2000
Main CPU Product
in early January
Pentium
(166MHz)
MMX Pentium
(200MHz)
Pentium II
(333MHz)
Pentium III
(500MHz)
AMD Athlon
(800MHz)
Main CPU Product
for the year-end
AMD-K6
(180MHz)
MMX Pentium
(233MHz)
Pentium II
(450MHz)
Pentium III
(800MHz)
Pentium 4
(1.5GHz)
Advancement rate
within the year
1.08
1.17
1.35
1.60
1.88

(BizTech News Dept.)



To: Tony Viola who wrote (124833)1/12/2001 11:53:43 PM
From: Ross  Respond to of 186894
 
Re: Not exactly. The report of it I saw said he (Niles) said that Intel's valuation during the last cycle low was 50% of what it is now, so the stock could go lower. Slight difference.

I think he also said that he would sell all (?) semis now.