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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Stefan who wrote (28797)	3/3/1999 5:55:00 PM
From: Tony Viola	Respond to of 70976

Stefan, OTOTOT, Intel. I don't think Intel has gone down because of the PIII much (probably some because of the privacy groups condemning the CPU ID like it was a concentration camp sentence, and getting huge publicity over it. Also, its performance isn't that big of a jump over the PII. It's the new instructions for 3D enhancement that differentiate it). Intel has gone down primarily for two reasons: 1. Because of news from other companies, or analysts. First, the Dell "exposure" by Robertson Stephens Dan Niles and then Dell reported slightly under revenues, in mid February. Then, the Compaq stuff came out about 1Q not being so hot, followed by Micron Electronics. Intel has said they are comfortable with the guidance they have given before, so it seems like no warning will be coming from them. However, the street expects the worst when three customers of Intel show some weakening like they did. 2. Reports of AMD taking the lead in retail PC sales (not including company direct or internet sales). I feel strongly that Intel will handle the PIII situation, and AMD, and have a strong year. 64 bit CPU chips (Merced) start sampling this summer, production next year. Predictions are that 64 bit should equal 32 bit in sales by 2002. Pretty far out stuff but could happen. JMO, TV