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To: Paul Engel who wrote (128424)	2/27/2001 4:47:10 PM
From: Rob Young	Read Replies (1) \| Respond to of 186894

Paul, "Rob - McKinley will go into Pilot Production at 1.4 GHz by year's end." Pilot Production? Hmmmm where have I heard that before? Rob

To: Paul Engel who wrote (128424)	2/27/2001 5:05:15 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, >McKinley will begin pilot production at the end of the year at 1.4GHz and faster. I thought I'd seen 1.1 or 1.2 GHz or somewhere in there as a target. 1.4 is a lot better. Tony

To: Paul Engel who wrote (128424)	2/27/2001 5:08:08 PM
From: Tenchusatsu	Respond to of 186894

Paul, <McKinley will go into Pilot Production at 1.4 GHz by year's end.> Great news, Paul! If that's on an 0.18u process, that is spectacular indeed! Or if that's just an early version of Madison, it's still fine by me! Tenchusatsu

To: Paul Engel who wrote (128424)	2/27/2001 5:08:26 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Paul, re: "A year ago, the company touted how it planned to move into a wider variety of markets such as the server appliance and Web-hosting markets. Many of these efforts have floundered. And like other tech companies, Intel has announced cutbacks. So now, the message is silicon, silicon, silicon." I like the sound of that. re: "Apple Computer has a similar effort afoot that, Barrett pointed out, followed Intel's kickoff at the Consumer Electronics Show in January. "Perhaps this is one of the few times that (Apple CEO) Steve Jobs followed us in the marketplace."" Strange comment. re" • Networking and communications will expand. "We're going to produce at least 35 new IXA (Intel Exchange Architecture) products this year," Barrett said. These chips go into telecommunications equipment and networking gear." It sounds like Intel is starting to focus on the current/potential winners, and cut the losers. re: "Intel's expansive product plans are based on a massive investment in infrastructure, Barrett said." I'm not sure about how smart Barrett is but you have to admit he's got balls. John

To: Paul Engel who wrote (128424)	3/6/2001 11:28:45 PM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: McKinley will begin pilot production at the end of the year at 1.4GHz Your 6 figure friend Hector just announced that the first Hammers will sample in Q4 and be in production in Q1 of next year. Intel started working on their 64 bit processor 6 years before AMD started working on theirs. Both products are now scheduled to enter the market at the same time. AMD's product will be smaller, less expensive to manufacture, and will run the existing software base. Intel's product will be larger, making it more difficult and expensive to manufacture, and has terrible performance unless software is completely rewritten for it. Intel's 64 bit chip is expected to enter the market next year at 1.4GHZ when AMD's 64 bit chip comes in at 2GHZ. Intel has already had 7 years to work on this, AMD has spent less than 2 years. Merced will be Intel's first 64-bit processor and is expected to raise the performance bar to a level comparable to that of Reduced Instruction Set Computing (RISC) processors. Merced will be manufactured using 0.18-micron technology, as opposed to Pentium II's 0.35 micron and 0.25 micron in the future. The instruction set architecture (ISA) on which Merced is based originates from work begun by Hewlett-Packard in 1989, as it was developing the successor to the PA-8000 processor. Intel joined the development project in 1993 and will be responsible for manufacturing, marketing, and selling the processor. 163.18.14.55 The RISC chips have all been 64 bit for a couple of years now (SPARC, Alpha, RS6000). X86 is finally going 64 bit early next year. Having started almost 6 years "too late", AMD, not Intel, will be leading the way for IBM PC compatible 64 bit systems. Is it any wonder that Grove sounded so downbeat about Intel's prospects for the next few years? What the h*ll happened? Dan