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

To: Tony Viola who wrote (132904)	4/18/2001 10:29:10 PM
From: Elmer	Respond to of 186894

news.cnet.com Intel to preview new workstation, server chip By Michael Kanellos Staff Writer, CNET News.com April 18, 2001, 3:25 p.m. PT Intel will show off Foster, the Pentium 4 chip designed for workstations and servers, for the first time next week at the National Association of Broadcasters conference in Las Vegas. The Santa Clara, Calif.-based chipmaker will demonstrate two-processor workstations running the new chip, which will hit the market commercially later this quarter, a company representative said. Foster will be the first member of the Xeon chip family to be based on the Pentium 4. Current Xeons are based on the Pentium III. The chip will clock in at 1.4GHz or faster and, like other Xeon chips, will feature some enhancements for the workstation market[edit: I wonder what this might be??]. Workstations featuring the chip will also contain Intel's 860 chipset and Rambus memory. The premiere of the chip at the NAB conference is part of Intel's effort to capture more of the media market. Once dominated by Unix stalwarts such as Silicon Graphics, the digital entertainment market has gravitated toward generally less expensive Intel-based workstations as performance has improved. Overall, Intel is largely concentrating on five workstation market segments, according to a representative: manufacturing, digital media, finance, retail and telecommunications. Foster also will likely serve an important role in helping the company improve its bottom line. Although Intel ships far more Pentiums, Xeons typically sell for more than their desktop equivalents and, as a result, carry heftier profit margins. A 1GHz Pentium III Xeon, for instance, sells for $425 each in quantities of 1,000. By contrast, a standard 1GHz Pentium III sells for $225. Functionally, however, the two chips aren't radically different and cost about the same to produce, analysts have noted. Some Xeon chips for servers contain more cache memory than their desktop equivalents, but these cost even more. Intel also faces almost no competition from rival Advanced Micro Devices in the workstation and server market, although this could begin to change toward the end of the year, when AMD comes out with Athlon chips for servers and workstations. Slow Xeon sales also contributed to the company's decline in revenue and profit in the first quarter of this year. Server chip sales dropped drastically in the first three months, leading to a lower overall average selling price for chips, the company said. Most Xeons are incorporated into servers. Initially, the chip will work only in one- and two-processor machines. Later in the year, chipsets will emerge that will let PC makers create four- and eight-processor servers.

To: Tony Viola who wrote (132904)	4/18/2001 11:36:30 PM
From: Amy J	Read Replies (3) \| Respond to of 186894

Hi Tony, Gottfried, RE: "Intel said they saw a definite pickup in March in their microprocessor and related products<....I think it was orders. Amy J. might remember." In the CC, he said something that sounded like "an increase in transactivity in March", but I don't think he actually said transactivity. What word sounds like transactivity? Not sure. Trend activity? Gottfried, you could probably listen to that part of the CC to see if you can discern this word - I couldn't. I recall similar to Tony that they said a pickup in March with their mp business (they didn't specify orders or billings). However, they both stressed that sales to their distribution channels were strong (but they didn't say if that was a March-only thing, though I would believe it was) and when asked why they felt it bottomed, Bryant listed 3 things (strong sales to disty as leading indicator, return, customer inventories not high when exiting the quarter). Glad they finally found the bottom. I had yesterday and today off from work, but spent time on my personal finances. It's not often I get a couple of days from work, so I'm going to enjoy my time off while I can. Not that I don't enjoy SI, the chatting and the analysis is a lot of fun, but time to catch up with other friends & my family. So, I'm signing off SI for a few days. Talk with you all later. I have a hike planned on Friday that I'm looking forward to. Back to work on Monday. Regards, Amy J