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

To: Jim McMannis who wrote (50432)	3/10/1998 7:04:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 186894

re: Intel must have something up their sleeve with the celery-wrong They do, Move the market to Slot 1 and cut off AMD's socket 7 motherboard sources. Think about it, if INTC succeeds at this, no more AMD, Cyrix or even Winchip. If they Fail, They could loose 15-25% of the market to 100Mhz socket-7 AMD K-# Boxes at the low end. This assumes of course that AMD, with the help of IBM, can deliver 10-20 million chips in 12 months. (It is doable, but they need to get things fixed fast) There is no reason for slot one, from what I understand, Just that INTC wants proprietary for all of their chips. For the record, proprietary dies not work well in the open PC business. With the performance differential, AMD may even be able to charge more for their chips than INTC. Now that is a switch. Jim

To: Jim McMannis who wrote (50432)	3/10/1998 7:23:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Jim, Re: "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." Not in my shop it won't. I know it's been said in here and maybe by me, but the first Celeron, Covington, is an intermediate chip, to be replaced by Mendocino. But, still, Covington can and will be used by some to check out all existing software applications that have been running, e.g., on classic or MMX Pentiums. I'm planning on getting some of the first copies for this purpose. After everything looks cool, we'll go to Mendocino, and then, up the MHz ladder, if necessary. You don't seem to get that there are some, make that a lot of people, that just flat out don't trust Jerry/AMD (or Cyrix). Tony