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

To: Paul Dieterich who wrote (54033)	4/21/1998 3:09:00 PM
From: Francis Chow	Read Replies (2) \| Respond to of 186894

I don't see how build-to-order can be viewed as a positive for Intel or any other chipmaker. It still takes 3 months to go from wafer start to finished chip (am I right or wrong??) so someone has to predict demand and hold the inventories. If the box maker won't hold the inventory, Intel will, and there's a cost to doing that. >The company outlined two new initiatives geared at helping >their PC manufacturer customers order Intel chips more >efficiently. Sean Maloney, Intel's vice president of >sales and marketing, said inventory has become "a >life-or-death issue in our industry." >He said Intel was rolling out a system where PC makers >can order chips directly through the Internet as the >chips are needed. This will replace the current system >used by many PC companies, which place orders by phone >or fax and according to forecasts.

To: Paul Dieterich who wrote (54033)	4/21/1998 4:25:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

To all you "Celery" detractors (not you Paul), take this: Craig Barrett, the company's chief operating officer, said the new Celeron chip aimed at the cheap PC market should drive sales in the second half. "We see Celeron as a very strong family going forward," Barrett said. I hate to say I told you so, but: 1. I said in a post that taking L2 off Covington to get it competitively priced is no big deal. NOT EVEN MAINFRAMES HAD L2 CACHE UNTIL ABOUT FOUR YEARS AGO. That being the case, a low end PC chip can easily do without L2. For the disbelievers, Mendocino, or "Celery" 2, will put a goodly amount of L2 back on. 2. I said in a post that even if Covington is not as fast as, say, a Pentium 233, no big deal. The box makers and a lot of others will use it on a few test systems to debug all their software, drivers, get an idea of any of the nuances in Slot 1 (none I have seen yet). Then, they can go into production on one or the other or both. I see both. 3. I said in a post that the "Celeries" will wean people off slot 7 and hasten it's demise even quicker. Looks like it's ahappenin', folks. Enough. Ann Janssen says I'm still diplomatic, even when I feel like I'm bashing the competition. I might as well keep it that way. Oh, I'd like to say an especial I told you so to the non-technical, non computer design types from the PC rags, analyst land, wherever, who know not what the he-two sticks they are talking about,as well as those posting here. Tony