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

To: Joseph Pareti who wrote (72969)	2/5/1999 4:07:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Joe & Intel Investors - More trouble ahead for AMD Intel's Celeron Roadmap - and AMD's K6-3 slippages - are going to wreck havoc with AMD's bottom line for more than just this quarter ! I don't know how accurate this article is but if it is, consider the impact of this statement: "Intel's manufacturing push towards 0.18-micron will result in a 433-MHz Celeron released March 15, with a 466-MHz version released in the second quarter. The sources reported that the chip will cost between $120 to $130 in volume. " Obviously, IF (and it is still an IF) the Celeron is shrunk to 0.18 micron process, Intel can INCREASE the speed and DECREASE the cost. This would be a double whammy for AMD - on top of the whammy they revealed today! Paul {==================================} Intel declares war against AMD in low-end PC mart By Mark Hachman, Electronic Buyers' News Feb 4, 1999 (9:45 AM) URL: ebnews.com Sources close to Intel Corp. have confirmed the Celeron processor will exceed the clock speed of the Pentium II by the second quarter, as Intel prepares a low-end onslaught against competitor Advanced Micro Devices. Intel's manufacturing push towards 0.18-micron will result in a 433-MHz Celeron released March 15, with a 466-MHz version released in the second quarter. The sources reported that the chip will cost between $120 to $130 in volume. Meanwhile, the Pentium II will end life at 450 MHz, although Intel will probably still build Pentium II processor wafers for its customers for another year, the source said. That will place increasing pressure on AMD's forthcoming K6-3, to be launched February 22nd. Sources report that the K6-3 will be released at 400 and 450 MHz, forcing the company to wait to exceed 450 MHz until its K7 chip is released in the second quarter, probably in June. Furthermore, AMD's pricing discounts will be harder to maintain with the K6-3's increase in die size. The squeeze hits AMD at the end of their design cycle, as the K6 core reaches its limits, and buoys Intel as the company makes a transition to 0.18-micron. "[Intel's] not doing this because of AMD," a source said. "It's because they can."