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

To: Mohan Marette who wrote (40590)	11/18/1997 11:19:00 AM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

Mohan, from your yahoo link There is mentioning that Compaq will use K6 in up to 4 notebook models and 2 desktop models. This looks really strange. Given the fact that Compaq got burnt last time by K5, putting their trust in K6 on notebook (even more than desktop) seems a bit weird unless they are very satisfied by it. Now I am paranoid. Gary

To: Mohan Marette who wrote (40590)	11/18/1997 12:50:00 PM
From: Paul Dieterich	Read Replies (1) \| Respond to of 186894

Intel Road Maps Show A Pentium II For All Systems (11/17/97; 11:00 a.m. EST) By Mark Hachman, Electronic Buyers' News No longer satisfied with the high end of the computer market, and determined to fend off competitors on the low end, Intel has come up with a plan to flood the desktop-computer market with Pentium II processors, confidential company road maps show. From the fastest, most expensive servers to the most humble sub-$1,000 PC, the Santa Clara, Calif., chip manufacturer will price the Pentium II to move. And by September 1998, the company said it expects to have versions of its flagship chip that fit the budget of every desktop designer on earth. At the top of the line will be a 400-MHz processor featuring ECC L2 cache with a May 1998 price of $851 in 1,000-unit lots. At the bottom rung, there's a 233-MHz chip with non-ECC cache for $209. A spokeswoman for Intel declined to confirm the prices and the chip introductions, which were detailed in documents circulated to computer manufacturers and distributors late last month. However, she did say the company "intends for thePentium II to become ubiquitous, and our pricing will reflect that." Intel's new agenda first came to light a little more than a week ago, when its top officials briefed analysts at a meeting about a "horizontal" marketing program. Rather than simply make new microprocessors for the fastest computers and wait for them to move down the food chain, Intel will now tailor each of its new chips to a specific class of machine, the analysts were told. "It all adds up to a multisegmented strategy, which we will service with multiple products and system-level solutions," Andrew S. Grove, Intel's chairman and chief executive, told analysts at the meeting. "We are dedicated, and expect to be leaders in each of these segments." For the basic PC, Intel is considering a plan to combine everything from discrete graphics and modem chips to memory in a single chip set. However, the initial focus will be on reducing the cost of the Pentium II. The integrated functions would most likely be included in specialized core logic or executed in software, such as DVD decoding, executives said. According to the Intel road map, the Pentium with MMX technology will be eliminated by August 1998, and be replaced with a cache-less 266-MHz Pentium II that will begin to roll off the fab lines in the second quarter of 1998, rather than in the first quarter as originally scheduled. That chip will be followed in the fourth quarter of 1998 by a 300-MHz Pentium II with integrated cache. Intel has not provided pricing for either part, but analysts said they assume they will cost less than $200 each. And the introduction of these two chips may be even further accelerated. "I believe you can expect these two products to appear earlier [in the year] than we've indicated," Grove told analysts during a lunchtime discussion following the formal briefing last week.