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: Tony Viola who wrote (127257)	2/12/2001 8:52:44 PM
From: Joey Smith	Respond to of 186894

Tony, No Change in Intel Guidance is actually very good news. Some of the recent analyst reports have said Intel will miss this quarter. Joey

To: Tony Viola who wrote (127257)	2/12/2001 10:02:31 PM
From: Paul Engel	Respond to of 186894

Tony - Re: ""The pattern I've seen in the last six weeks is consistent with the guidance -- no more, no less," That's a relief. At least it heads off any potential near-term negative preannouncements from Intel. Paul

To: Tony Viola who wrote (127257)	2/12/2001 10:09:36 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony andf Intel Investors - More On Otellini's talk today - Intel debuts faster processors By Janet Haney, CBS.MarketWatch.com 7:36 PM ET Feb 12, 2001 SAN FRANCISCO (CBS.MW) -- Intel said Monday that its so-called Foster processor is on track for a 2001 debut. The faster Foster, which is essentially like a Pentium 4 of the Xeon family, will target high-end workstations and front-end/mid-tier servers. Currently, only a Pentium 3 Xeon is available. The presentation at the Robertson Stephens Tech 2001 conference Monday was much different than the chipmaker's talk last week at the Banc of America tech gathering, where Intel focused on its flash memory business. Intel (INTC: news, msgs) executive vice president Paul Otellini also told the standing-room-only crowd that a faster 900 MHz Xeon processor is expected to debut in the first half of 2001. Otellini added that there is no change to the timeline for its McKinley processor, which is the second processor in its Itanium family. The product is set to go into production in 2002, with pilots this year. A mobile Pentium III processor running at 1GHz, using 0.13 micron processes is projected for the second half of this year. Addressing the all-important topic of battery life, Otellini said Intel's goal in terms of length of battery life is, "nothing short of all day." Additionally, the executive said the shift from 200 millimeter to 300 millimeter technology will provide a cost reduction of 30 percent for the company, and will allow for 240 percent more die per wafer than 200mm. In effect, this lets Intel put more wafers on a chip, therefore increasing production volume. Way beyond the box Jesse Soto, senior securities analyst at Highmark Capital Management, said after Intel's presentation that the company diverted investors' attention to non-PC topics rather than directly discussing PCs. "One of the things I was struck by in the presentation was how little emphasis was put on the core PC market, but rather the presentation was geared more toward non-PC centric markets, such as PC servers, telcos, and wireless," he said. Soto also pointed out that the overall feel of the Robertson Stephens conference seems to have shifted a bit. He said that at prior conferences questions during the break-out sessions with the companies revolved around how strong things are and how much better things can get. Now, though, Soto he said that questions focus on "how bad things are today and how much worse can they get."