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

To: Joe NYC who wrote (158421)	2/12/2002 12:38:03 AM
From: Dan3	Respond to of 186894

Re: Toshiba move must have a blessing from Intel, IMO. But what would be the reason for Intel to give Toshiba the go-ahead? Desperation and panic, just as you said. Mobile parts may only be 1/4 of the market, but they may provide as much as half the profit Intel is making right now. Intel is doing better in the desktop market since they moved P4 to .13, but their costs are still very high and their margins still limited by the raw power of Athlon and AMD's resourceful marketing that focuses customers on performance instead of empty megahertz. If Intel is facing the mobile competition reflected by AMD's road maps, then they're going to have a much tougher year than a lot of people are expecting right now. Note that Compaq finally started offering Athlons in their business notebook line - and Compaq knows what's coming up in mobiles from AMD.

To: Joe NYC who wrote (158421)	2/12/2002 1:44:56 AM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 186894

I think there is a parallel to Intel (panicking and) releasing .18u P3 at 1 GHz about a year ago, which happened about a month before AMD's entry to mobile space. Sure... Intel is in a panic. AMD could be near ready to dump large quantities of .13um mobile chips into the market each quarter...most of which will be a better mobile solution than anything Intel has. There is a brutal mobile price war brewing. But...this time...Intel stands to be hurt FAR more than AMD was in the desktop price war. AMD is currently selling only about 800,000 mobile chips per quarter (maybe 10% of the mobile market). In my opinion, they will accept desk top prices to get additional business. What happens to Intel's mobile ASPs when AMD offers 4+ million high performing mobile processors per quarter at desktop prices?? Intel can't afford to lose this business. Intel's mobile ASP's will plummet. THE WATSONYOUTH

To: Joe NYC who wrote (158421)	2/12/2002 11:46:31 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

I think there is a parallel to Intel (panicking and) releasing .18u P3 at 1 GHz about a year ago, which happened about a month before AMD's entry to mobile space. I don't see how you can call it Intel panicking. The P4 appears to be sold out anyway, without these vagabond mobile uses. Point is, for the second time, that the OEMs are showing a big, big push to get as much of their product as possible on the P4. I have to say that I don't understand the move. Toshiba move must have a blessing from Intel, IMO. But what would be the reason for Intel to give Toshiba the go-ahead? There was an article last week which stated that Intel preferred companies wait for the mobile P4. However, it's a free country and the Toshibas of the world can use chips they buy for any purpose they want. They could use a 2.2 GHz P4 in a PDA, e.g., but I wouldn't pick it up without asbestos gloves, which I wouldn't have either. P4 rules!!!!!SWEET!!!!!!!WOW!!!!!!!! Oh, sorry, this is Joe, not the guy whose name rhymes with Joe. Tony

To: Joe NYC who wrote (158421)	2/12/2002 9:45:08 PM
From: brushwud	Read Replies (1) \| Respond to of 186894

I have to say that I don't understand the move. Toshiba move must have a blessing from Intel, IMO. But what would be the reason for Intel to give Toshiba the go-ahead? - If a desktop chip goes to a laptop, Intel's revenue from the sale is less than a half of the price of a corresponding mobile chip. - The end user experience (from excessive heat, low battery life) is worse than other Intel products. - A genuine mobile product (at least by name and price) is only 2 months away. So why bother? I think there is a parallel to Intel (panicking and) releasing .18u P3 at 1 GHz about a year ago, which happened about a month before AMD's entry to mobile space. It was also about 2 months or so before the release of Tualatin based notebooks which replaced the .18u product. I agree with everything you said, except that Intel introduced the .18u P3 @ 1 GHz about this time two years ago, didn't they? They were panicked because AMD had just introduced the 1 GHz Athon. Then the Athlon 4s & Tualatins came out last year.