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To: Dan3 who wrote (44703)	6/19/2001 10:01:36 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: "Intel doesn't need to use their limited .13 production capacity to make 866MHZ notebook chips when they are swimming in .18 capacity that already does this." You are ignoring reality - as usual. First, the new mobile Pentium III has an L2 cache of 512K - a result of the 0.13 micron process. Second, the the new mobile Pentium III is SMALLER than the old Pentium III -DESPITE the doubled L2 cache size - therefore it is CHEAPER to manufacture. Third, the new mobile Pentium III has LOWER POWER dissipation than the older Pentium III - making it even MORE LOWER POWER than the AthWiper4US !! Get it?

To: Dan3 who wrote (44703)	6/21/2001 5:59:44 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Dan: Their new $2.5 Billion dollar FAB is making chips that bin out as low as 866MHZ. I think you are overlooking the distinct possibility that Intel wants to limit the PIII speed ramp until Northwood. Is it wise of them to do so? I would say yes, since: - Intel has decent product in its .18µ mobile PIII. While it has recently come under some attack (A4), it will likely continue to do well in mid-range notebooks, as well as the more conservative segments of the mobile market. - The new 0.13µ mobile PIIIs is available in a large-cache version, which will offer a very nice performance boost, likely beating out the A4 (although I haven't seen any benchmarks either way). It will certainly have significantly lower power consumption. - On the desktop, large parts of the market are still very conservative and continue to buy PIIIs only. Not P4s, not Athlons. Only PIIIs. Intel wants and needs these customers to migrate to the P4 platform. This is not accomplished by releasing a 1.2 or 1.3GHz PIII. Summa Summarum: With the .13µ PIIIs, Intel is addressing the segment of the market where they have recently come under serious fire: The mid-range and up mobile market. By supplying plenty of low-power, high-performance chips in this range, Intel can effectively minimize the number of first tier OEM wins for AMD's mobile A4. Available at same speeds (in the high end) as the A4, the .13µ PIII is, to put it bluntly, a better product: With 512kB L2 cache, it (most likely) performs better. It certainly consumes a heck of a lot less power. And, it's virtually a drop-in replacement for the existing OEM products (it will certainly be available in a SFF from the beginning - unlike AMD's large-asslon and big-buttron). On the desktop, introducing the .13µ PIII will only serve to further delay the switch to P4. While Intel would almost certainly sell more chips in the short term, longer term it makes absolutely no sense to muddle the waters with a faster PIII. -fyo