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

To: Tony Viola who wrote (57730)	6/10/1998 11:54:00 PM
From: Jim McMannis	Respond to of 186894

Tony, I think AMDs yields are pretty good. Soon the production will catch up with demand. In a few weeks we'll probably see some K6-2-350's. As far as big boxmakers using the Celeron. Seems like when it is used, it's in mainly business based boxes where it would perform the worst. Why? Maybe compatibility? Doesn't seem like a good fit. Doesn't seem like the Celeron is a good fit anywhere, really. Sure, Mendocino will help. But I'm not sure how quickly Intel will recover from the Celeron. Intel has always been at it's best bulding processors that push technology forward, not by "dumbing down" processors. The other large problem is that Intel has cast it's lot with a design (Pentium II and Slot 1) that uses a much larger die size (131mm2 vs 81mm2 for K6-3d and 68mm2 for K6) and also includes a large cache (Pentium II)m connectors and a case. They have given up the die size advantage. Sure, Intel still has the process and yield advantage but that's one less advantage. Less control if you will. So, to get the margins Intel is used to they have to get a premium for their chips. No problem if they can keep a few speed grades ahead...but this K6-2-3D thing really throws a wrench into the mix by stealing some of the thunder that Intel has used to claim superiority, namely FPU power as it relates to games. I really don't like to see Intel have to rely on AMD having poor yields. Jim

To: Tony Viola who wrote (57730)	6/11/1998 1:20:00 AM
From: Paul Engel	Respond to of 186894

Tony & Intel Investors - Intel is Forging Ahead in the StrongARM arena. Intel now has a full section on it's Web Site devoted to the new StrongARM Risc chip acquired in the DEC deal. developer.intel.com This chip has good speed characteristics but consumes VERY LOW POWER - <0.5 watt at 200 MHz - ideal for portable and hand held applications. Intel also appears to be setting up a complete StrongARM design center in Austin, Texas - most likely the previous StrongARM site when it was owned by DEC. Intel is hiring engineering design and validation personnel for this site - with approximately 20 openings. Paul