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

To: Paul Engel who wrote (133517)	4/27/2001 7:47:50 PM
From: Elmer	Read Replies (3) \| Respond to of 186894

AMD's Hamsters are 18 months away and they may already be SLOWER than the existing 1.7 GHz Pentium 4 ! It's not such a shame being slower than a 1.7GHz P4, everything else on the planet is too. But 18 months from now it will be a disaster. With AMD's price war and the subsequent lowering of ASPs, AMD's one trick pony (Athlon) will not provide the cash flow to fund development of the breadth of products AMD needs to stay competitive. Throw in the slow transition to a .13u process and the lack of a 300mm plan and you have a real problem brewing about 18 months out. No SMP and no server products in a world of permanently depressed desktop ASPs and you have little cash to fund R&D. What can AMD sell off next to infuse cash? EP

To: Paul Engel who wrote (133517)	4/27/2001 8:16:32 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Paul, <Now, Slickster Sanders is saying it will only be three times the speed of the ORIGINAL SPEED of the AthWiper at the AthWiper's Introduction !!!> Jerry "Bruckheimer" Sanders really ought to think before shooting his big mouth off. Athlon was introduced in early 2H 1999, and Clawhammer is scheduled for 2H 2002. Now Moore's Law states that speeds double every 18 months. That means anything introduced in 2H 2002 better dang well be at least FOUR TIMES the speed of anything introduced in 2H 1999. Tenchusatsu

To: Paul Engel who wrote (133517)	4/28/2001 9:12:31 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

Intel developing 450-mm wafers By Patrick Mannion EE Times (04/27/01 12:37 p.m. EST) NEW YORK — Indicating one destination of Intel Corp.'s $4.2 billion investment in R&D this year, president and chief executive officer Craig Barrett revealed this week that the company is already working on 450-mm (18-inch) wafers. "Our skunks works is currently developing 450-mm wafers, and we have already developed 0.03-micron transistors," Barrett told a gathering of analysts here. Only a few semiconductor companies are preparing 300-mm wafers for production at this time. Underscoring its commitment to communications, a breakdown of Intel's R&D spending showed that 30 percent was going to communications research, including wireless clients, network processing and providing Ethernet to the home. Asked about the company's decision to severely cut pricing on the 1.7-GHz Pentium 4 processor introduced this past week, Paul Otellini, vice president and general manager of the Intel architecture group, said, "Replacing the P III with the P4 is our first priority right now. We have a strategy to reestablish higher price points with the 2-GHz version of the chip." The release of Windows XP by Microsoft later this year will mark the first time Microsoft and Intel have simultaneously announced new generations of software and hardware. Intel revealed that the companies would for the first time undertake a joint advertising and promotion campaign in late fall. "We've looked at XP," said Otellini. "It's got a great user interface and Web functionality. It's also very good at doing what the P4 is good for." Not fun Striking a cautious tone on Thursday (April 26), Barrett said, "These are not fun times, but there's no reason to doubt that the technology will continue its historical 16-to-17 percent growth year over year, with the usual downturns along the way." Positive economic signs were innumerated by Mike Splinter, Intel executive vice president and director of sales and marketing. "Inventories are finally back to historical levels . . . second-quarter distribution figures are the highest to date . . . there's a marked uptick in the Asian market . . . and our P4 processor is the fastest-ramping processor to date," Splinter said. These factors form the foundation of Intel's newfound optimism that the bottom of the latest semiconductor slump has been hit. Intel's revenue outlook for the second quarter is $6.2 billion to $6.8 billion, and the company said it expects to see an uptick in the second half of this year. "The Internet will be the driving force going forward," Barrett said, "with the fastest growth coming from Latin America, Asia and Eastern Europe. As a result, we urge everyone to take a less U.S.-centric viewpoint." Dispelling rumors that Intel may have slowed manufacturing, Barrett pointed to the $7.5 billion it will spent on manufacturing capacity in the coming year, and to its $4.2 billion R&D budget, up from $2.9 billion last year. Barrett also said that the link between PC and handheld devices will only grow stronger, particularly within the home. Pointing to burgeoning demand for the Pentium 4 processor, especially in foreign markets such as China, Barrett said, "Anyone who says that people aren't upgrading their PC is either over 30 or a journalist."