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

To: Mary Cluney who wrote (138580)	7/3/2001 10:49:21 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Another FWIW, from The Inquirer: Pentium III close to death Intel will go for it By Mike Magee, 03/07/01 11:10:02 BST DESPITE RECENT JUNE ROADMAPS we've seen, we believe at the INQUIRER that Intel may make an early pre-emptive strike in the marketplace and take the Pentium III processor out of the equation earlier than anyone could have expected. This is despite the slated early August launch of the .13 micron (Tualatin) desktop microprocessors, which we now believe will be limited to a narrow range of customers and never become mainstream. We think Intel is going to give the industry a big shove by decking the Pentium !!! very shortly, and replacing it, certainly in the consumer space, with Pentium 4s and Celerons. Why do we think so? Well, the Brookdale i845 chipset is slated to arrive in Q3, perhaps as early as late August, and this will fill in the middle space in Intel's roadmaps. We are now also of the opinion that .13 micron Pentium 4s, slated to be released in Q4, may well be released earlier than anyone out there in non-Intel land expects. By introducing the additional speed steps, such as the 1.8GHz and the 1.6GHz Pentium 4s yesterday, Intel will segment the market and will attack the marketplace on a combination of price (see the Rambus rebate story elsewhere today), market sweeteners including big coop marketing incentives, and whip up the advertising spend. We predict that it will be hard to buy a desktop Pentium III in even a month's time, and that the phase out of the processor which we predicted nearly a year back, will be accelerated in the very near future. The Tualatin .13 micron Pentium IIIs are a diversion, save for the 1U and 2U marketplaces, where they are expected to be promoted like blazes by Intel's corporate routes to market through the likes of HP, Dell, IBM and Compaq. µ