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

To: Paul Engel who wrote (155023)	1/12/2002 2:17:38 PM
From: Paul Engel	Read Replies (5) \| Respond to of 186894

Intel making all out attack on AMD? Good ship Prestonia has 1MB cache AMD's troubles in the server market are going to get WORSE !! 213.219.40.69 Intel making all out attack on AMD? Good ship Prestonia has 1MB cache By Mike Magee, 12/01/2002 12:09:38 BST AS WE NOTED BEFORE the holiday season, Intel will drop prices of its chips first on the 20th of January for its mobile chips, again on the 27th of January for desktop chips, and it has now confirmed those changes to its distributors and its system integrators. In two messages to its channel, Intel gives the percentage price drops it expects to make at the end of the month for desktops and mobile chips. The 2.2GHz Pentium 4 remains at the same price but the rebate differs. The most interesting introduction is the 1.6MHz MP Pentium 4 with 1Mb of cache and with an enormous channel rebate. This is the famous Prestonia shrink - coming a tad early, and with 1MB of cache. That also explains the larger channel rebate on the parts. Many of these chips, however, are the "small form factor" SFF processors we noted Intel was introducing last year, and some of the processors in the list are Pentium III-S, while the Pentium III-Ds seem, as earlier roadmaps suggested, to be dropping off the end of the world. There are inconsistencies in the information it has sent its channel which we've marked, where appropriate. See Intel restricts high cache low speed Pentium 4s. Intel told us that it was making Pentium 4s with 512K cache even for lower chip speeds, for certain manufacturers. It is also, obviously, doing so for the channel too. When we first revealed details of the Willamette at the Other Plaice, 18 months before launch, the plan was to include huge caches on the die. Perhaps Intel is now finding this feasible with its shrink to .13µ (micron). The question is, will we see cache sizes bigger than 512K for desktop CPUs? µ We'll treat the mobile price cuts on the 20th of January separately, but Here's what Intel said to its channel partners about desktop processors: Effective January 27, 2002 "Effective January 27, 2002, Intel will reduce prices on select boxed desktop and server/workstation processors sold through authorized distributors. "The percentage decline of Intel's published 1000-unit processor price is listed below, along with the new boxed processor Intel Channel Rebate (ICR). This percentage of price decline is similar to the price decline for Intel boxed processors sold to authorized distributors. Intel Dealers should expect to see similar percentage declines in their quoted boxed processor prices from authorized distributors. The new price and ICR are effective as of January 27, 2002. Please contact your authorized Intel distributor after January 27 for specific pricing and availability details." The details, which apply to a range of chips for different segments, are shown below, while we've marked the puzzling bits where appropriate. Look, for example, at the huge channel rebate for the 1.6GHz MP processor in the list. It's also worth checking these details with other Intel roadmaps, the most recent of which we saw was in mid December, and which gives the new desktop prices in full. See here. µ PROCESSOR REBATE % DROP Pentium 4 1.9GHz $5 12% Pentium 4 1.8GHz $4 13% Pentium 4 1.7GHz $3 16% Pentium 4 1.6GHz $3 19% Celeron 1.3GHz FC-PGA2 $2 14% Celeron 1.2GHz FC-PGA2 $2 14% Celeron 1.1GHz FC-PGA2 $2 12% Celeron 1.0GHz FC-PGA2 $1 7% Xeon 2.2GHz 512K $22 New Product Xeon 2.0AGHz 512K $15 New Product Xeon 2.0GHz 256K $14 13% Xeon 1.8GHz 512K $5 New Product Xeon 1.7GHz 256K $5 13% Xeon MP 1.6GHz 1M $126 (?) New Product Xeon MP 1.5GHz 512K $68 (?) New Product Xeon MP 1.4GHz 512K $40 New Product PIII-S 1.4GHz 512K $6 New Product PIII-S 1.26GHz 512K $5 16% PIII-S 1.13GHz 512K $4 16%