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To: MulhollandDrive who wrote (14969)	2/2/1999 2:03:00 PM
From: jopawa	Respond to of 93625

13:53 [INTC] INTEL: DEMAND FOR PCS CONTINUES 'TO BE VERY STRONG'. 13:53 [LTG] CATALINA LIGHTING Q1 REVENUE UP 16% TO $42.8 MILLION. 13:53 [INTC] INTEL SEES '99 CAPITAL SPENDING OF $3 BLN VS. $4 BLN '98. 13:53 [LTG] CATALINA LIGHTING Q1 NET 7 CENTS VS. LOSS OF 6 CENTS A YEAR AGO. 13:52 [INTC] INTEL SAYS PENTIUM III PCS AVAILABLE FEB. 26. 13:52 [INTC] INTEL SEES COMPLETE TRANSITION TO 0.18 PROCESSOR BY Q4 OF 2000. 13:51 [INTC] INTEL SEES 57% AVERAGE GROSS MARGIN THROUGH '99. 13:50 [INTC] INTEL SEES Q1 GROSS MARGIN SLIGHTLY DOWN FROM Q4'S 58.3%. 13:50 [ACR] AMERICAN'S PROPOSED MERGER WITH ASSISTED LIVING CONCEPTS TERMINATED. 13:50 [INTC] INTEL SEES LOWE Q1 REVENUE FROM Q4, CITES 'SEASONAL FACTORS'

To: MulhollandDrive who wrote (14969)	2/2/1999 2:09:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

bp, "Camino Lite" would provide a significant performance boost over 100MHz SDRAM. I don't think moving from 600MHz to 800MHz Camino on a 533MHz PIII would add much. It might delay a few die-hard orders by well-informed buyers, but I think most customers buying the high-end systems will be excited about the big improvement, not worried about the tiny increment when the 800Mhz version ships. Don't forget, we all know that an 800Mhz version is coming, but most of the market doesn't. And DELL, CPQ, HWP, etc. aren't going to tell them about it. They'll just say they have this great new technology (I'm a marketeer -- this part I'm VERY confident about <g>). Can anybody with some stronger technical knowledge tell me if I'm way off base here on the performance difference? Dave B