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To: Jim McMannis who wrote (40474)	5/18/2001 6:09:14 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 275872

Jim, I mentioned a while back that the X-Box CPU will be a "hybrid of the mobile Coppermine and Celeron CPUs." My guess is that there is no dedicated fan for the processor. There will be at least one fan for the entire console chassis, so I guess all of the chips in the X-Box will be cooled with that one fan, much like Playstation 2. <If Intel is selling P3s to MS for about $30 or less (my guess)> $30 would be less than the marginal cost to make one CPU. I don't think that's the case, or else Intel would be losing money. On the other hand, $30 per CPU would make more sense as a margin of profit, but admittedly that would be kind of high. Tenchusatsu

To: Jim McMannis who wrote (40474)	5/18/2001 6:19:29 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

Jim, Re: X-box chips and "A disaster as they need to switch fab space over to .13u AND all they get is $30" I thought Intel was mostly building new facilities for 0.13 so that the present 0.18 facilities would largely remain available? This allows Intel to extend the productive life of this equipment and the process methods that result in high yields for PIII-733 for X-Box. Even at $30/x-box this is probably higher than Intel could earn by converting these wafers to other products as CPU production moves away from 0.18 technology. -PT

To: Jim McMannis who wrote (40474)	5/20/2001 9:00:30 PM
From: stak	Read Replies (3) \| Respond to of 275872

Jim, Re: >>Also, will Intel get to count these XBOX chips as overall CPU market share? If so, AMDs market share will take a beating by 2002. But it will be misleading. << It won't really matter whether or not the chips count officially or not. It will be definitely detrimental to Intel in the long run to sell these X-box chips to Microsoft at such a low cost. Screwing Sony will have a cost and it won't be pretty. The line between game box and traditional computer blurs significantly once a hard drive and, more importantly a broadband connection is added. Microsoft will market the pee out of X-box this Christmas with very little attention going to selling PC software (XP Office) . All the attention of the media will go only to Gaming boxes during the critical 4th quarter of this year. I guess the 2nd and 3rd quarter will be ugly this year , but that's acceptable. Having the 4th quarter tank will unleash a very ugly chain of events. Winning short term by price wars isn't going to translate to long term gains anymore (even for Dell). It becomes a game of chicken that no one wins. AMD "I can cut off two of my fingers and my thumb." Intel replies " Oh yeah well I can cut off my left hand and both legs.(recent P4 price cuts) " AMD replies "We're gonna tank mobile ASPs... with our Palomino..." It's time for both Intel and AMD to cut each other some slack!!! Intel is not a long term core holding because computer chips will not command the premium that they did even a few short months ago.