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

To: Mary Cluney who wrote (141739)	8/16/2001 10:26:31 AM
From: Dan3	Respond to of 186894

No one is clear about the reasons, but they provided us with three intelligent guesses. 1) Intel still has considerable amounts of 850 chipset in inventory, which may not move once the transition to i845, and 478 pin happens. The 423 pins support 850 chipset only, which in turn supports RDRAM. 2) Intel is sitting on a large inventory of 423 pin processors. The Intel official price list shows the same prices on 478 pin and 423 pin chips as of today. Intel think tank may be feeling that the transition will cost heavily on their inventory of 423 pins. By the way, Pentium III 1.3 GHz and Pentium IV 1.4 GHz are only built on the 423 pin base, hence there are huge rebates on these chips. 3) There is a shortage on 845 chipset based motherboard components including the chipset itself. It is apparent that Intel will do the level best to move its Pentium 4 processors on to the 478 pin platform. However now it seems that transition will take more time than expected. Meanwhile the brokers in Hong Kong and in India are expecting back hand rebates on some of the chips during late September See the rest at: 213.219.40.69

To: Mary Cluney who wrote (141739)	8/16/2001 10:57:16 AM
From: Tony Viola	Respond to of 186894

Mary, thread, happenings at the upcoming Intel Developers Forum: Last year, Intel, Microsoft and others in the PC industry launched a strategy to transform computers into the nerve center of home entertainment. With the upcoming release of Microsoft's Windows XP operating system this fall and cheaper Pentium 4 chips on the way, that strategy will begin to kick into high gear. PCs with enhanced video capabilities, for instance, will be nearly inescapable in stores come November. As part of the home invasion, Intel will release a 2GHz Pentium 4 for desktops Aug. 27, Chandrasekher said. A day earlier, Intel will announce massive cuts to prices on existing chips, several sources have said. On the laptop front, Intel will demonstrate a mobile Pentium 4 for the first time, Chandrasekher said. The chip will officially come out in the first half of 2002. Massive price cuts? SOP for years for Intel to cut the older, slower CPUs when introducing a new top chip. Barrett going fishing: Two executives who won't speak are CEO Craig Barrett and Chairman Andy Grove. Barrett will be fly-fishing in Mongolia, according to sources, while Grove will be occupied with another matter. dailynews.yahoo.com Tony