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

To: Jim McMannis who wrote (55259)	5/8/1998 12:56:00 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

<What can happen? Well Intel simply would have to license slot one and maybe let some others make chipsets.> Jim, you haven't been keeping up with the news. Cyrix and AMD are both claiming to be able to produce Slot1 products by means of pattent laundring threw NSM and IBM. If this holds water then it should carry over to slot2 as well. The hard part is that the transaction based bus that Slot1 & 2 use is so fundamentaly different from Socket7 that it will require a major redesign to AMD & Cyrix's p[rocessors, In addition Slot1&2 have no L2 cache controller in their chipsets. AMD & Cyrix would need to put these on their processors. Not impossible by any means, but this socket7 to Slot1/2 conversion isn't as simple as changing the pins around. It's a major overhaul. EP

To: Jim McMannis who wrote (55259)	5/8/1998 1:12:00 AM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 186894

Jim, Intel has not punished anyone. The "punishment" you are talking about, is a result of supply/demand economics. A few years back when demand exceeded supply, Intel had to choose who got the limited supply of CPU's. At that time big OEM's were picked over smaller OEM's. The result was complaints by the smaller OEM's. At another time, Intel selected smaller OEM's over the larger ones. That got the big OEM's upset. What could Intel do? Intel is in this to make money. Intel would sell to anyone who wants to buy, as long as they have ample supply. You can't say Intel punished the OEM's, when demand outstripped supply, just like I can't say that OEM's have punished Intel now that supply outstrips demand. IMHO. Regards. SK