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

To: Maverick who wrote (45716)	1/15/1998 11:31:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Maverick, re: Intel intro style vs others Thanks for the article reference. Nice to see accurate reporting for once! This report highlights several, but not all the Intel development earthshakers due in 98/99. Least anyone hasn't noticed Intel has much more conservative introduction standards than its competition. For instance perhaps Katmai has already been in design for over a year and perhaps will soon see first silicon? Intel usually takes the luxury of "preproducing" two or three steppings to get all spiffy clean before mass production. Well, almost spiffy anyway. This period is scheduled to last for over a year when Intel isn't badly rushed. Such was the case for Pentium for example. Since Deshutes is just now ramping there isn't any rush for Katmai. This behavior causes much confusion with the Intel haters as they actually think that other companies have "closed the gap". For instance they think that MMX2 extensions was their idea copied by Intel. Any developer knows the opposite is true as the MMX2 extentions were (likely) defined over a year ago by Intel. Of course AMD/Cyrix whole product is largely a copy of Intel product; a fact lost on the zealots. Reality is that there is usually over a year separation or more even when their "announcements" seem rather close to Intel announcements. This is hard on the investor, so here is a little introduction guide for your use: Roadmap guidance Competitor meaning - Held a marketing brainstorming meeting. Trial balloon to see if it flies. Intel meaning - Product function is frozen and simulated. Design is coded and in simulation. Disclosure done to allow customers to design systems with detail in time to be ready for product. Product Announced Competitor meaning - First silicon fabricated and is at least a little functional. Intel meaning - Product has been in high production at least two months in a lead fab. Channels are stocked. OEMs are also ready to sell systems using the product. Product in production Competitor meaning - First production wafers in hand. Don't know the yields yet. Intel Meaning - Production committed to "fire hose" mode. Yields stable and documented in multiple fabs. Cost plunge.* * No competitor equivalent to this step as they have yet to experience this. Jeff