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

To: Jim McMannis who wrote (146641)	11/2/2001 7:49:30 AM
From: willcousa	Read Replies (3) \| Respond to of 186894

Dell is about to have the same impact on the low end server market that it has had on PC's. Commoditization is its' forte'.

To: Jim McMannis who wrote (146641)	11/2/2001 9:51:28 AM
From: Jack Lang	Read Replies (2) \| Respond to of 186894

I'm afraid you don't understand Rambus as much as you should. RDRAM will become increasingly important as Intel continues to raise the speeds of their processors and DDR runs out of steam and faces the same fate as SDRAM. Rambus collects royalties on many of the DDRs produced. Intel recently entered into an five year agreement on technology sharing with Rambus and finally Rambus technolgy is expanding into many more product areas than just memory support for microprocessors.

To: Jim McMannis who wrote (146641)	11/2/2001 3:09:17 PM
From: Gary Kao	Read Replies (3) \| Respond to of 186894

I don't think that's necessarily so. The high end will still demand RDRAM, where the small incremental cost is not a burden (e.g. addnl $100-200), and don't forget RDRAM are used in Sony playstations. The complete shift from PIII to P4 will mean that the overall market size and potential customer base for RDRAM will be bigger. I think only hardcore gamers or hobbyists will go out of their way to buy the DDRAM sets, which will still cost more than the SRAM solutions. Since this last group of consumers are the biggest customers of AMD, it stands to reason that manyof them will flock to INTC (for the additional reason that when they monkey around with the CPUs, they don't want to risk having the CPUs "go up in smoke") Just my 2 pennies, Gary

To: Jim McMannis who wrote (146641)	11/2/2001 3:33:31 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Intel to demo 0.13-micron Pentium 4 at Comdex. By Dan Neel November 2, 2001 9:20 am PT THE FIRST 0.13-MICRON Pentium 4 processors will be demonstrated by Intel at the upcoming Comdex computer industry trade show in Las Vegas, according to sources familiar with the chip maker's plans. Intel will also introduce a new category of 0.13-micron Pentium III chips with an "S" designation, standing for "server" chip. Intel will demonstrate the new Pentium III-S chips running in ultra-dense server racks known as server blades. The 0.13-micron Pentium 4 lays the ground work for the Pentium 4 chip family to attain speeds as high as 3GHz by the end of next year. Originally set to be launched in December, Intel recently moved the debut of the 0.13-micron Pentium 4 chip back to January, sources said. The new Pentium III-S chips put even more pressure on a struggling Transmeta, whose Crusoe chip was also targeted at the server blade market, as well as mobile devices. The arrival of 0.13-micron Pentium 4 chips completes Intel's transition to the smaller transistor interconnect architecture from the 0.18-micron architecture of current Pentium 4 chips. The 0.13-micron Pentium III product line, formerly code-named Tualatin, has existed for some time as Intel's Pentium III-M (mobile) chips. Pentium III-S chips are a server-centric application of the same design. Smaller micron architectures yield faster internal clock speeds, lower power consumption, and cooler operating temperatures. Aiming a flavor of the 0.13-micron Pentium III chips at the ultra-dense server blade market was a logical step for Intel. Server blades are a new breed of ultra-dense server that sports a revolutionary vertical design that lends itself nicely to low-power, low-heat operation while allowing users to fit hundreds of server blades in a standard rack. Early entrances into the server blade market from companies such as RLX, Racemi, and Compaq have courted mobile chips such as Transmeta's Crusoe processor and Intel's Pentium III-M chips to achieve low-heat, high-density operation. With the Pentium III-S chip, server blade companies will have a processor specifically designed for blade environments "Tualatin is a dynamite server chip," said Nathan Brookwood, the principal analyst with Insight 64, headquartered in Saratoga, Calif. "One of the reasons [Intel] decided not to go forward with the Foster-based Xeon chip was because Tualatin, with its larger cache, had better performance in server environments." With the Pentium III-S, Intel has basically taken its mobile Pentium III-M chip and re-targeted it at the server market for companies that were building or considering building Transmeta-based server blades. Intel already has a dual-processor 0.13-micron Pentium III in its arsenal, which stands to put further pressure on Transmeta, sources said. Sales of Transmeta's Crusoe chips have taken a "significant downturn" according to Dean McCarron, an industry analyst with Mercury Research in Scottsdale, Ariz. McCarron does not expect Transmeta to be able to return fire against Intel in the server blade ship arena until the arrival of Transmeta's Crusoe 5800 processor, an upgrade from the company's current 5600 chip that should arrive in mid-2002. infoworld.com