Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Tuna who wrote (4633)	11/6/1997 2:11:00 AM
From: Buy Low Sell Hi	Respond to of 11555

Oh yeah? Well, I'm betting the C6 will own the notebook market by 99. Let Intel try cramming one of those Hershey bar PII's inside the case using Slot 1. Making something smaller, cooler, faster, and cheaper has always worked in the chip industry. Intel is reversing that trend purely to eliminate the competition with a proprietary architecture. Only time will tell...

To: Charlie Tuna who wrote (4633)	11/6/1997 4:40:00 AM
From: Investor A	Read Replies (2) \| Respond to of 11555

Charlie, Take a look at the Cyrix MXi presentation on their website - software section. MXi just obsoleted SLOT 1 with 128-bit data path, 4X AGP, 3D accelarate engine, DVD and 66 Mhz PCI. MXi is scheduled to tape out during this quarter and will be in mass production in 2H/98.

To: Charlie Tuna who wrote (4633)	11/6/1997 11:53:00 AM
From: Rob S.	Read Replies (3) \| Respond to of 11555

Charlie, in the past the market has followed Intel's lead because higher perfromance hardware was absolutely needed to run the latest software efficiently. That is not going to be the case with the Pentium II. Cyrix, AMD and IDT/Centaur (C6+) all claim that their next generation product combined with 83-100 Mhz AGP motherboards will have similar performance to the PII. I don't agree that the odds are that it will become a slot 1 world. The market is expanding rapidly toward lower cost and simplified systems such as the Presarrio 2200 - the most successful sub $1000 PC. Intel will be able to direct a large part of the PC market in the direction they want to go, but they will face increasingly cost effective systems powered by Cyrix and IDT parts. The basic problem with the PII and slot 1 is that it is more expensive than socket 7. That cost differential will come down but I think it will remain more expensive because it is just more expensive to build the basic MB and Intel will try to maintain their 58% margins.