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

To: Ron Mayer who wrote (62486)	8/14/1998 4:46:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Ron - Re: " you were exactly right about Intel positioning themselves for CPU-centric set-top boxes" Thanks for the "confirmation". Intel appears to be doing a "Microsoft" - they are embracing and extending the "new" StrongARM - finding it a great engine for all the cost-sensitive and low power applications that their x86 CPUs do not fit. Re: "Could you please make this kind of estimate for StrongArm." Currently, the StrongARM is built on the "DEC" Fab 6 line that Intel now owns. I have no information as to the defect density that this fab runs since it was a DEC fab - and their process capability had to be a lot different from Intel's in terms of yields and layout, etc. And yield is nearly everything ! Here is a clip from Digital Semicondutor - regarding pricing on their 0.35 micron StrongARM 110. It provides only a "frame of reference" for what the StrongARM chips might sell for. Note that this information is perhaps 2 years old. " "The 233 MHz part combines a higher-speed pipeline with the large, on-chip cache and fast bus interface of earlier StrongARMs to deliver a staggering performance of 270 Dhrystone 2.1 MIPS - five to ten times that of competitively priced products - while still running on under a watt of power. This device, priced at under $50, achieves a new performance/price record of 5.5 MIPS per dollar (MIPS-per-dollar). Pricing for the 100 MHz part is less than $29 in 10k unit quantities, while the 160 MHz part is available for $49 in the same quantities. " Paul