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

To: Paul Engel who wrote (67109)	10/20/1998 7:31:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

Oct. 19, 1998 (InformationWeek - CMP via COMTEX) -- With its product strategy for the next three years already mapped out, Intel last week gave a glimpse even further into its future. At the Microprocessor Forum in San Jose, Calif., Intel sketched out plans for 64-bit chips that will succeed Merced, its next-generation CPU that's slated to appear in 2000, and McKinley, a 1-GHz follow-on that's scheduled to come out a year later. Starting in 2002, Intel will ship an even-faster 64-bit chip, called Madison, for high-end servers and workstations. "McKinley will double Merced's performance, and Madison will go beyond that," says Stephen Smith, VP and general manager of Intel's Santa Clara processor division. Also in 2002, Intel plans to deliver a 64-bit chip called Deerfield for lower-priced servers and workstations. Smith says it's too early to quantify the performance characteristics of the chips. Intel's current top-of-the-line processor, Xeon, is used in midrange servers and workstations. Merced will be aimed at high-endworkstations, a market dominated by chips from Sun Microsystems, Hewlett-Packard, and Silicon Graphics. Merced will deliver 20 times the performance of the Pentium Pro on geometric graphics calculations for 3-D rendering, Smith says. Silicon Graphics, which has tried to stay ahead of Intel in graphics processing with its own MIPS chips, revealed last week that it will use Merced in future workstations. HP plans to discontinue its own line of CPUs around 2001 in favor of Intel's. Last week, officials in HP's server division disclosed plans to ship PA-RISC and IA-32 servers early next year that can be upgraded to Merced by merely adding a board. Desktop chip rivals Advanced Micro Devices Inc. and National Semiconductor Corp. compete in the market for inexpensive consumer PCs, but both have ambitions in the business market as well. At Microprocessor Forum, AMD said it is talking to server and workstation vendors about its plans for early 1999 shipment of a new processor, the K7, that should perform close to the level of Intel's Xeon chip. National Semiconductor, meanwhile, already sells processors to makers of thin-client devices, such as Wyse Technology Inc. and Via Inc., a vendor of "wearable" computers in the $250 to $450 range.

To: Paul Engel who wrote (67109)	10/20/1998 11:59:00 PM
From: John O'Neill	Read Replies (1) \| Respond to of 186894

Hey Paul..are you still "knocking em dead" with the big bucks. I'm short 1000 MU at 33 7/8, short MCD 500 at $68 1/8 and have 10 June $60 June puts on MCD. This is a hedge against my longs .. the largest holding I have is ADIC which has increase 50 % recently. I still won't go against INTC ....but I notice it hasn't broken out even with the sharp bear rally....how has your performance been?? JO any comments from anyone on the thread??

To: Paul Engel who wrote (67109)	10/21/1998 12:10:00 AM
From: John O'Neill	Read Replies (2) \| Respond to of 186894

Paul....the fact that my holdings are small (~$100,000) (you have made fun of of this) indicates an underlying inferiority complex on your part. I assume, from the thread comments, that your INTC holdings must be about 25-50,000 shares. Have you mentioned your position on the thread??. The status of big bucks seems to mean a lot to your ego...I'll want to know how if your values improve if INTC does take a big dump....please keep us informed. JO