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

To: Harry Landsiedel who wrote (57231)	6/5/1998 12:23:00 AM
From: Time Traveler	Read Replies (1) \| Respond to of 186894

This ad just arrived in my e-mail box. nec-now.com With a 400MHz P-II system from NEC costing under $2,300, who in the right of mind would settle for anything else? Time Traveler

To: Harry Landsiedel who wrote (57231)	6/5/1998 1:10:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Harry - Re: "But I wonder if anyone at Intel thought of combining this announcement with the Merced delay." This is an absolutely spectacular observation. Intel, I beleive, was "forced" into making the Merced Delay announcement because it had already been leaked to the news media which published it within 0.0005 picoseconds. If you check the ZD and C\|NET articles, you'll see these "predate" the Intel press release by an hour or two. Thus, Intel was forced into a press release to explain away a problem instead of Proactively (Barry Grossman's word) issuing an upbeat release announcing "exciting and spectacular" schedule pull-ins for Mendocino and Katmai, with a trailing "by the way we're shifting Merced out two quarters to enable further development". Intel seems to be operating under a cloud of battle fatigue - and they are neglecting the job of DEFENDING THEMSELVES in a world where analysts, technology media hacks, CNBC anchors, the FTC and AMD's lawyer lackey Steve Newborn are performing a full-court press of Intel - negativity. By the way - C\|NET leads the charge in Intel bashing - and they proudly flaunt the fact that Intel is in an investor in C\|NET with every bash. If I was Grove or Barrett, I'd get OUR MONEY out of C\|NET in a G*DDAMN HURRY and let those Keyboard Jockeys sink like a submarine with a screen door. Intel needs to regain the high road. Paul

To: Harry Landsiedel who wrote (57231)	6/5/1998 1:27:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Harry & Intel Investors - Compaq & Dell are "Previewing" XEON systems. Both Dell and Compaq are sporting 4-way XEON Slot 2 servers - obviously with 4 XEON modules inside. That should help the ol' ASPs a little! I have a feeling that Intel's product segmentation - Celeron, PentiumII, XEON Pentium IIs, each with their different pricing structure , performance envelope and feature set - will go a long way to enhancing ASPs and margins once these get into full production. I sure hope some MIS guy at Merrill Lynch buys one of these 4-way XEON servers and parks it right next to Kurlak's office so all the ML analysts can be hooked into an Intel Inside XEON Network! Paul {===============================} infoworld.com June 1, 1998 (Vol. 20, Issue 22) Compaq, Dell get lift from Xeon power By David Pendery As expectations for Intel's Pentium II Xeon processor heighten in anticipation of the chip's release in late June, the major PC vendors are preparing to give select customers their first peek at Xeon-powered servers during PC Expo in New York later this month. Compaq will show behind closed doors Pentium II Xeon upgrades to its ProLiant server family, including its 6000 and 7000 models. Both are quad-processor machines running on 400-MHz Xeons, company officials confirmed. Dell will publicly demonstrate a four-way server in its PowerEdge family, but the company is also planning private showings of other Xeon models, according to Dell officials. One Compaq official said the company's new ProLiant models will feature improved PCI Hot Plug technology, which will allow for hot-swapping of new PCI cards. The new servers' PCI buses and disk subsystems will also use high-performance I/O technology, according to the official. "Fundamental in our design goals was that it was not enough to put a faster processor in the box, but [also] to address the system bottlenecks," the official said. One user said he is looking forward to the extra power that Intel's Xeon chip promises to provide for major corporate applications. "[Intel platforms are] no longer [just for] e-mail and file sharing. They are being used for mission-critical applications," said Krimo Salem, vice president of IT at Puma Technology, in San Jose, Calif. "You need more horsepower when you start using Intel platforms for ERP [enterprise resource planning] and customer databases." In addition, that major boost in processing power should come at little extra cost over existing Pentium Pro servers, said Joe Barkan, research director at the Gartner Group, in Stamford Conn. "I expect the [400-MHz] four-way Xeon systems to be up to 40 percent better than four-way Pentium Pro systems," Barkan said. Even better, "we won't see a huge increase in price." Barkan added, however, that the 450-MHz Xeon, to be released later in the year, although notably faster and with improved I/O, will cost significantly more. "Four-ways will cost $10,000 to $12,000 more than four-way Pentium Pro [systems]," Barkan said. Other manufacturers that will publicly or privately display Pentium II Xeon servers at PC Expo include Gateway, with a six-way server; Hitachi PC, with a four-processor system; Toshiba America Information Systems; NEC; and IBM. John McAdaragh, IBM's director of Netfinity strategy and offerings, recently said the company is readying a four-way Xeon-based Netfinity server for release in the second half of the year. Intel Corp., in Santa Clara, Calif., is at intel.com. Dan Briody contributed to this article. The Xeon factor Intel's Xeon chip promises to give servers a significant boost over the existing Pentium Pro processors. Pentium Pentium II Pro Xeon Maximum clock speed 200 MHz 450 MHz Maximum cache size 1MB 2MB Maximum bus speed 66 MHz 450 MHz Maximum number of Four Eight (planned) processors on a motherboard Copyright (c) 1998 InfoWorld Media Group Inc.

To: Harry Landsiedel who wrote (57231)	6/5/1998 8:58:00 AM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 186894

Harry, I had the same thought when I saw the announced acceleration of the Katmai and Xeon roadmap. Yes! why didn't Intel's Investor Relations Dept. draw the same conclusion? The stock would probably be at 75 + now, instead of 7 points lower. More important the downward momentum of the stock price would have been reversed rather than accelerated to the downside. John Hull, Can you bring this to Intel's attention and also tell us why Intel seems to be asleep at the switch since you transferred? Regards, Jules