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

To: Paul Engel who wrote (62238)	8/10/1998 6:18:00 PM
From: Maxwell	Read Replies (3) \| Respond to of 186894

Dr. Engel: <<Intel will be selling the Mendocino with 66 MHz buses - and the on-board 128 K SRAM L2 cache - which should outperform AMD's K6 266 and 300 MHz devices, but still allow Intel's 350 and 400 and 450 MHz Pentium II's to offer higher performance - at a higher price - for those whose needs and/or desires require the best desktop and laptop performance.>> I see you say Mendocino outperforms K6 but not K6-2. Do you think Mendocino will outperform K6-2? It will be tough since Mendocino has no 3D engine. Also K6 is now a phantom chip. From what I heard in the "pool" AMD no longer produces K6. Maxwell

To: Paul Engel who wrote (62238)	8/10/1998 7:59:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

I can see a brisk market in mendocinos running with 100 Mhz FSB(using the tape trick) unless that path is closed by Intel. In that case they will parasitise P-II 100FSB sales at screwdriver shops. reputable makers will not do that, they will buy K6-2 in good numbers. The very name Celeron is so tainted in the eye of the public that Intel would do well not to mention that name. I think it will hit the ASP substantially, and yet the AMD ASP will rise. Why is that?