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

To: Elmer who wrote (130085)	3/16/2001 1:09:52 AM
From: Scumbria	Read Replies (2) \| Respond to of 186894

Elmer, DRAM sales have been very robust. I ordered a 256MB PC100 stick from Micron last Sunday, and they are unable to ship because of being sold out. Scumbria

To: Elmer who wrote (130085)	3/16/2001 8:40:16 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Now that the world economy has collapsed due to the release of the P4, there'll be no royalties to pay anyway. Good point. I'm glad that you've finally seen the light. :-) Seriously, if the new notebooks use desktop PIIIs, and run at 600 or 700MHZ when on battery, it's a continuation of the game first played by AMD when they basically pre-announced the "volume shipment" of the early Athlons (which I find excusable, since the company was on the verge of bankruptcy). Intel's followup with the coppermine "shipping" 6 months before it was really available was disingenuous, at best. But Intel's move successfully blocked the wider adoption of Athlon. Both companies played games at the 1GHZ level. Then AMD pulled a "coppermine" with its "266FSB is shipping, look at these benchmarks" and kneecapped P4. If these are copper .13 Tualatins, and the volume indicates more than just lab samples, it's very good news for Intel and will block AMDs attempt to take over the high end notebook market the way they've taken over the retail desktop market, it won't be enough to keep AMD out altogether. OTOH, if it's a part that needs a fan to turn on to maintain 1GHZ while doing actual work, and that burns through it's battery in less than an hour in such circumstances, it is a lot less impressive. Another possibility is it's a 1.13 PIII style release - remember that the "limited volume" sounded like a few hundred thousand, and turned out to be exactly 200 parts shipped by IBM for the entire first month the part was shipping. Which we found out only after they were recalled. Recent Rambus news will likely put a further damper on P4 until the SDRAM and DDR chipsets come out, so this had better be a "clean" announcement. Has anyone seen power specs for these new chips yet?