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

To: David S. who wrote (47994)	2/17/1998 4:19:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

David S. - Re: "Tom points out that Winbench 98 numbers don't always tell the story on fast performance." Perhaps you mean Tom points out that Winbench 98 numbers don't always tell the story that he wants told regarding fast performance. Re: "...Those reviews you mention, are they on line? " biz.yahoo.com Wednesday February 11, 10:20 pm Eastern Time Intel to unveil first graphics chip SAN FRANCISCO, Feb 11 (Reuters) - Intel Corp is expected to unveil a graphics controller chip on Thursday, its first entry in the booming $1.4 billion market for chips that handle two- and three-dimensional graphics in personal computers. The chip, previously code-named Auburn, is called the i740 and will be targeted to mainstream PC users running Pentium II processors, analysts said. The chip is expected to be available later this quarter. ''The i740 will make Intel a serious competitor in the graphics market,'' said Mike Feibus, principal analyst at Mercury Research in Scottsdale, Ariz. ''The big question is whether they will take over the graphics market. Does this mean death and destruction to the other players? I don't think so,'' Feibus said. Even so, the impending entry of the world's largest semiconductor maker into a new market is causing some nervousness among investors in shares of graphics chips makers. Shares of 3Dlabs Inc Ltd (TDDDF - news) fell three to 28 on Wednesday and S3 Inc (SIII - news), which has fallen behind its competitors in the high end, fell 1/4 to 6-3/8. Other players include ATI Technologies Inc (ATY.TO - news) and privately held Nvidia Corp. An Intel spokesman in Santa Clara, Calif. declined to comment on any analyst speculation. ''ATI, NVIDIA, and 3DLabs, those are the companies that will be the most affected by a new competitor,'' Feibus said. Analysts said investors are likely making analogies with Intel's entry into the chip set market, which eventually decimated many of the smaller contenders. ''This is a much more fast-changing market,'' Feibus said. ''There are a lot of able-bodied competitors.'' Feibus said he expects that Intel will stay with current market pricing and will not try and undercut its competitors. Peter Glaskowsky, a senior analyst at MicroDesign Resources Inc, said that he expects Intel to reap about $300 million this year in sales of the i740, and gaining a 20 to 25 percent market share. The part has particularly good visual quality,'' Glaskowsky said of the i740. ''It is a higher quality part, but not higher performance.'' He said Nvidia's RIVA chip is slightly faster than Intel's and that the entrenched graphics companies will unveil even faster chips later this year. ''Intel will get a lot of S3's business, because their customers use a lot of name-brand stuff,'' he said.