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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Tech Master who wrote (23720)4/1/1998 12:27:00 AM
From: Roads End  Read Replies (3) | Respond to of 97611
 
ALPHA expected to dominate market because..

SANTA CLARA, Calif., April 1, 1998 (Reuters) - Intel Corporation in a
sweeping disclosure today revealed that all X86 microprocessor
generations since the 80286 16 bit design have been nothing more than
parallel processors containing multiple copies of the 8088 microchip.
This includes the 80386, 486, Pentium, Pentium Pro, Pentium II and the new Celleron
and Mendocino processors. Although speed has followed gate geometry in an ever
increasing spiral upward in performance, apparently the actual design of an Intel
microprocessor has remained largely unchanged for nearly fifteen years.

Present at the news briefing were several Intel corporate officers, including outgoing
CEO Andrew Grove, financial analysts and the press.
"How else do you think we have been able to earn over 30% after tax
operating in the semiconductor industry" barked Mr. Grove to a visible
disturbed Tom Kurlak, semiconductor analyst at Merrill Lynch. "We made
money, more money than any electronics company will ever see again this side of the
century mark" he continued.

A reporter then asked a now nervous Andy Grove if that meant AMD could
have saved the hundreds of millions it spent developing the K6 by simply stepping the
8088 design they already were licensed to produce in 1982. "That's the logical
conclusion you may draw" replied Grove. And for the first time showing a hint of a smile
he added "And they didn't have to even sue us either"

Dennis Carter, vice president, Intel corporate marketing provided the
following formulas: "A 80286, that was 6-12 8088s. The 386 was about 24, and the
486 depending on generation was from 48 to 256 8088s. In the Pentium stage we took
a quantum leap, and we began with 2048 8088s, continuing tom8192 8088s with the
Pentium Pro. Pentiums IIs also contain 8K 8088s. In the new Merced we will have
anywhere from 64K to 256K 8088s. And the new Celeron, targeted for the low-cost
PC market, will actually have 512K 4004s. We actually went back to our original 4 bit
design for that, and found that by stacking the chips one on top of another, we could
offer a much lower cost product and improved thermal response. Kind of like a celery
stick. Ted Hoff and the original microprocessor inventors came out of retirement to help
us with that one".

Apparently Hewlett Packard was prepared to back out of their joint
project on Merced with Intel after being told of the microprocessor they were planning,
but HP CEO Lew Platt changed his mind after a personal appeal from Andy Grove
eschewing the "simplicity and beauty" of the architecture. Rick Belluzzo, number two
man at HP who was widely regarded as the successor to CEO Platt, apparently left in
disgust to become CEO at troubled Silicon Graphics Inc., saying he preferred making
microprocessors the "old fashioned, hard way".

The only real challenge appeared to be the development of the
interconnect method, and Intel engineers quickly devised a bonding
apparatus employing copper wire interconnects. The only company that
was able to discover Intel's design in fifteen years was IBM, and Intel quickly granted
IBM lifetime rights to all copper wire bonding
technology, and in fact allowed IBM to patent the copper technology as its own. But
IBM's agreed silence only lasted until 1998, and Intel said the only reason they are now
disclosing the "multiple 88"
architecture is because IBM told them they intend to employ it for the new K6 design
they will fab with AMD. A bewildered National Semiconductor, which now produces
the "Cyrix Inside" CPU had no comment other than "huh", and executives at IDT's
Centaur unit were reportedly booking tickets to various Latin American destinations.

REUTERS
Rtr 24:37 04-01-98



To: Tech Master who wrote (23720)4/1/1998 12:52:00 AM
From: Bernard Gauthier  Read Replies (2) | Respond to of 97611
 
TO: TECH MASTER

Why are you saying this ? What is your basis to say that CPQ
will reach 30 and is ready for a breakout ? I'm long on CPQ
but with today, I'm not so confident.



To: Tech Master who wrote (23720)4/1/1998 7:03:00 AM
From: Luc Glinas  Respond to of 97611
 
We will see you maybe in a couple of years