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

To: Joe NYC who wrote (130077)	3/16/2001 12:32:58 AM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "Is selling desktop CPUs inside notebooks part of the theme of "Operational Excellence"? I recall this thread ridiculing AMD when they did the same with (less than) mobile Duron. Will the same people stand up now and laugh at Intel?" But Joe, it's always best to be lead dog, like the GHz mobile processor. When you're at the back of the pack like duron is, the view ain't so good... EP

To: Joe NYC who wrote (130077)	3/16/2001 2:25:04 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Joe, <Is selling desktop CPUs inside notebooks part of the theme of "Operational Excellence"? I recall this thread ridiculing AMD when they did the same with (less than) mobile Duron.> Joe, I remember back in mid-1999 when AMD stuck desktop K6-2 processors into laptops and made some good money on them. This prompted Intel to react by increasing their speeds on mobile Celeron, faster than even the mobile Pentium II at the time. By the way, I wasn't one of those people laughing at AMD when they released mobile Duron. I figured that if AMD can do it, they should. But I think it's a severe case of sour grapes when one tries to belittle the goal of getting a mobile processor to 1 GHz. That is not an easy task by any stretch of the imagination, even if you relax the thermal and power limits. And the fact that Intel is able to do it THIS EARLY in 2001, earlier than their roadmaps predicted, and in VOLUME, shows how well at least one group within Intel executed. Now imagine if this becomes a regular pattern across all groups ... maybe even the much-ridiculed Merced will come off smelling like a rose upon release. Tenchusatsu