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

To: Paul Engel who wrote (67481)	10/28/1998 6:21:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<I think Intel is going to make the Katmai a Premier Launch Vehicle in early 1999.> Paul, what were the number of Pentium II units shipped per speed grade in Q3? What are the estimated numbers for Q4? If the majority of processors sold in the first half of 1999 include Katmai New Instructions, that would mean that Intel could easily dwarf the number of 3D-Now! processors (e.g. AMD K6-2) before the year 2000. This depends on Intel's ability to transition smoothly to Katmai/Tanner. But it's clear to me that demand sure isn't going to be lacking, especially since Intel's top-of-the-line in desktops isn't as expensive as it used to be. Perhaps AMD should read the writing on the wall and release a Katmai-compatible "K7-2" sometime in the future. They sure have the talent to design it. Tenchusatsu

To: Paul Engel who wrote (67481)	10/28/1998 6:47:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Paul Engel. Re: "I think Intel is going to make the Katmai a Premier Launch Vehicle in early 1999." It certainly sounds that way. What impresses me about the article on Katmai is that a) Intel has gone out of their way to drum up more software to be ready (we hope) at the time of the launch, and b) they are keeping the intro under deep cover to avoid people putting off Xmas purchases. These seem to be two lessons learned from the Pentium MMX introduction, and it gives me more confidence in Intel that they are learning from experience. HL