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

To: wanna_bmw who wrote (161707)	3/9/2002 11:57:58 PM
From: combjelly	Read Replies (3) \| Respond to of 186894

"You seem to be assuming that Intel has trouble getting the CPUs to the OEMs. " It is not my assumption, it is plenty of others. Here is one, jc-news.com There are others that cannot be accused of being anti-Intel...

To: wanna_bmw who wrote (161707)	3/10/2002 12:08:19 AM
From: combjelly	Read Replies (1) \| Respond to of 186894

"These are not desktop CPUs here" Tell me something new. "a significant portion of time needs to be spent designing the laptop enclosure, and with the higher power dissipation of the Pentium 4-M (relative to other mobile processors), a lot of engineering no doubt went into the laptop design." Now you are lecturing me about how to design low-power system. Tell me something I don't know. I am very well aware of the issues involved. If Intel moved their announce date up, it isn't the fault of the OEMs, it is Intel's. They should have a handle on the time required to produce a laptop, as does AMD. If they announced early, as AMD very well might next week, they are doing it for PR and marketing reasons. According to AMD, they have been sampling their 0.13 micron laptop processors since late 2001. Intel has likely been doing the same with their P4M, give or take a few weeks. Intel and AMD tend not to announce mobile chips until OEMs are ready to ship. However, both will jump the gun when they think the other is about to make an announcement that is significant...

To: wanna_bmw who wrote (161707)	3/10/2002 12:41:12 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Maybe the problem is that the OEMs are not ready with their designs That's pretty much what Mike Magee reported in one of his story's - that Intel jumped the gun on the official release of the parts by about a month, catching all, or all but Dell, by surprise and infuriating the other notebook vendors. If this was to shut down sales of desktop P4 based notebooks, then, long term, Intel has nothing to worry about. If it was because Intel knows about a major performance bump coming in AMD's line of notebook processors, then Intel has a lot to be worried about.