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

To: Petz who wrote (50650)	3/15/1998 11:52:00 PM
From: Paul Engel	Respond to of 186894

Petz & Intel Investors - More Info on Intel's Chip Set & Motherboard Rollout plans. Paul {============================} zdnet.com New Intel CPU kits add to PC overload By Lisa DiCarlo, PC Week Online 03.13.98 5:19 pm ET Intel Corp. is developing a series of CPU packages for PC makers designed to speed the production of everything from 3-pound notebook PCs to eight-way servers. The kits will include the processor, chip set, motherboard, memory types, I/O interfaces and graphics buses. Intel's goal is to let PC makers offer more readily available, lower-priced systems. However, for some corporate users tired of Intel's rapid CPU treadmill and busy with larger enterprise issues, such as the year 2000 problem, more PC iterations are not a priority. For PC vendors, the kits will likely exacerbate their already shrinking margins and further limit their ability to differentiate products. "This has serious implications," said Roger Kay, an analyst at International Data Corp., in Framingham, Mass. "OEMs have been uneasy about this for some time because it absorbs their ability to differentiate." Nevertheless, Intel has a two-year road map for pushing its processors through to system designs, according to sources close to the company. For example, Intel is working on a board design for Slot 2-based Pentium II machines, code-named Marlinespike, which is an extension of the standard AT design and features four dual in-line memory module slots, a new 440GX chip set and up to 2GB of RAM, sources said. Forthcoming Merced designs for workstations, code-named Bigfoot, feature two Merced processors, a 4x AGP (Accelerated Graphics Port), modular I/O, a 460GX chip set and the Slot M interface, sources said. Bigfoot is due in the fourth quarter of 1999. On the mainstream business desktop, Intel, of Santa Clara, Calif., will build platforms around Katmai, the code name for its MMX-enhanced Pentium II due in the second quarter of 1999. The motherboard will include Camino, the code name for the 440JX chip set, which supports Katmai, sources said. As reported earlier this week, Intel also has an aggressive plan to push into new markets for portables.

To: Petz who wrote (50650)	3/16/1998 12:54:00 AM
From: James Luk	Read Replies (2) \| Respond to of 186894

Does anyone know the date of Intel's next earnings announcement ? Information will be much appreciated.

To: Petz who wrote (50650)	3/16/1998 7:30:00 AM
From: Kealoha	Respond to of 186894

John Petz: The market is going to rocket and the down turn in tech stocks (it has been two weeks in a three week bear market for techs, at least that has been the case in the past)is almost over. INCT will "beat" the lowered expectations and INTC will be back into the high 80's 90 by the end of April 98. Fund managers will have to park money somewhere and the techs, especially INTC, will be the location. Fund managers need to feel safe and they will point to the dominance of INCT and the Merced and all the other reasons discussed on this site. Get ready for the ride. Dow 10K this year!