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

To: Jim McMannis who wrote (51642)	3/31/1998 11:10:00 AM
From: StockMan	Read Replies (1) \| Respond to of 186894

Jimmy, Re -- They took the L2 off to save money, now you say they must add it back. What's wrong with this picture? It does not compute. You need to look at your charts more closely. You see the stochastics say that Intel is in an oversold condition, and is due for a rebound. The charts also predict with near absolute certainity, that the Mendocino the next chip in the Celeron family will have an on chip L2 cache. Its all in how you read the charts, Jimmy ol chap. Stockman

To: Jim McMannis who wrote (51642)	3/31/1998 1:45:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

Maxwell, Jim, re Celeron and cache The Celeron without cache is intended to compete with other competitive systems configured without cache. Seems the PC magazines find no profit in benchmarking it as such - doesn't sell magazines I suppose. Anyway the Celeron will become the price anchor with which AMD and NSM will be compelled to compete. They will either price under Celeron or lose the right to the banner of "price leader". Bottom line: Celeron is a strategic tool for Intel - something used to fill bargain bins. Next Intel can "step up" Celeron by adding back L2 cache. The chip project "Mendicino" is doing just this - adding 256KB L2 cache. This is 1/2 the cache size of the PII cartridges. This cache will be integrated with the processor on a single die and will be presumably much cheaper overall than the PII cartridge with discrete SRAM chips. I expect Mendicino to take a Celeron name (Celeron II?). Now the interesting part is that K6 performance (with cache) will be trapped between Celeron and Mendicino. As Intel moves Mendicino down the price curve today's Celeron will be eventually pushed off the bottom of the line - perhaps along with K6 and the 6x86MX. Jeff

To: Jim McMannis who wrote (51642)	3/31/1998 3:27:00 PM
From: P.T.Burnem	Read Replies (1) \| Respond to of 186894

They took the L2 off to save money Celeron is crippleware. They disabled the cache to have an excuse to discount some of the 266MHz chips. Perhaps they make more 266MHz chips then they can sell. A quick fix to the crumbling top line. Lots of bad press. Angry customers swearing at "Intel Inside". Zero savings. CAVITE, Philippines, March 31 (Reuters) - Semiconductor giant Intel Corp is struggling to revive growth after facing more than a year of stagnant revenues, company president Craig Barrett said on Tuesday. "The biggest issue that we face right now is getting back on the growth track," Barrett told a news conference. "We have been flat in revenue for the past 15 to 18 months. We need to continue to focus on micro-processors and find new users and uses for personal computers. We also need to grow in other businesses in and around computers." Barrett, speaking at the inauguration of an Intel assembly and test plant in the Philippines, listed electronic commerce, graphics chips, digital imaging and flash memory chips as potential growth areas. Faced with collapsing personal computer and chip prices, the world's largest chip maker said earlier this month it expected first quarter revenues to drop 10 percent below the previous quarter, when Intel reported a net income of $1.7 billion. Barrett said revenue had been stagnant at about $6.2 billion over the past five quarters. "Whether we're seeing a seasonal slowdown this quarter or saturation...I don't think anyone for certain knows," he said. Barrett, due to succeed Andrew Grove as the firm's chief executive in May, said sales had fallen in Asian countries such as Thailand and South Korea, but were growing rapidly in China and India.