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

To: Jim Patterson who wrote (50415)	3/10/1998 5:59:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

Intel must have something up their sleeve with the celery-wrong... They can't seriously think a 266 at a 33% speed DIS-advantage to a K6-233 will fly...Socket 7 will spank that baloney. Jim

To: Jim Patterson who wrote (50415)	3/10/1998 7:50:00 PM
From: Barry A. Watzman	Read Replies (3) \| Respond to of 186894

I think that socket 7 will die, but it won't be because of Celeron, it will be because of standard PII/266s (with cache) at $200 or thereabouts. Which is supposed to happen in April or May. The K-6 is is a reasonable chip, but it's no match for a PII/266 with AGP and an I740 graphics chip. Celeron could be a bomb, but it is only a place holder for "Mediceno", which should be reasonable.

To: Jim Patterson who wrote (50415)	3/11/1998 12:16:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Jim - Re: "I am reading early reports on Celeron. Celeron @ 266 2% slower than P 200 MMX 15% Slower than P 233 MMX 33% Slower than AMD K6-233." You haven't figured out the big picture. A K6-233 with 512K L2 cache may outperform a 266 MHz Cacheless (L2) Celeron, but that chip costs about $170 and the 512K cache adds another $18 - total $188. Intel will sell the Celeron for $150. It will appear in cheap PCs at the expense of the K6. It is a COST THING - NOT A PERFORMANCE THING! The K6 is 162 sq mm (0.35 micron) and the Celeron is 131 sq. mm. (0.25 micron). AMD's 0.25 micron process is, shall we say, a little late. Intel will make excellent money on the Celeron while AMD loses money on the K6-233. AMD will be forced to DROP THEIR K6 price - and LOSE MORE MONEY. Then Intel will drop the price of the Celeron and KEEP THE BUSINESS - and still make money. If speed becomes an issue - The Celeron will be bumped to 300 MHz - remember - this 0.25 micron process will yield 350 and 400 MHz parts (to be introduced simutaneously with the Celeron) ... the 300 MHz will be a gimmee -- and that will recover most of the speed differences. At some point, Intel can shift from the 440LX (66 MHz) to the 440BX (100 Mhz) with little cost increase to Intel - while adding another SPEED boost. The Mendocino - due late 1998/early 1999 will add the L2 cache (128 K) back into the Celeron silicon. Remember - it's COST - not just SPEED. And AMD isn't making money on any CPUs at any speed. And Intel can address the speed issue in a number of ways. You will be hearing of more losses at AMD. Paul