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To: Tenchusatsu who wrote (80249)	4/29/1999 5:06:00 PM
From: GP Kavanaugh	Respond to of 186894

Can you imagine holding on to an investment since the seventies which will be viable in 3 to 4 years? In 3 to 4 years INTC will have expanded into numerous other market segments while AMD is trying to steal the sub $400 market away from them. GP

To: Tenchusatsu who wrote (80249)	4/29/1999 7:02:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Ten, an interview with the boss in Taiwan. Says "We think the second quarter will be flat over the first quarter." That's better than flat to down as per the earnings statement on April 13th. Also, "Typically, the industry is much stronger in the second half compared to the first half. But this year, it is quite a bit more complicated [due to] the year 2000 problem. Will that accelerate or increase buying patterns? We still expect the second half to be seasonally up from the first half. But I don't see a clear indication yet how strong the second half will be." I wonder if the 'accelerate or increase buying patterns' was a misunderstanding or a typo. They both say about the same thing. ebnews.com ====================================================================== Q&A: Intel's Barrett on Asian marketplace By Sandy Chen Electronic Buyers' News (04/26/99, 08:39:26 PM EDT) This week, Intel Corp. president and chief executive Craig Barrett made his annual visit to Taiwan to kick off the Asia-Pacific Intel Developers Forum in Taipei. At the event, EBN conducted a one-on-one interview with Barrett in order to find out more details about the company's strategy with Rambus Inc., business dealings in China and Taiwan, as well as the general health of the PC industry. EBN: It's been well documented that Rambus' licensees are having some problems making the new Direct Rambus DRAM (RDRAM) parts. Can you shed some light on that as well as the "Direct Rambus DRAM versus PC133 DRAM" debate? Barrett: We are still very excited about the prospects of RDRAMs. But it will basically be an issue of availability, cost and performance. We had hoped that [the RDRAMs] would be available about mid-year. That looks like it will slip to the third quarter. [But this] really depends on whether the DRAM suppliers who are supplying RDRAM can produce the product at the right speed at the right cost. If they are not able to compete with the 133-MHz SDRAM or whatever the alternatives are, then it could be a real challenge. But we still think that RDRAM has a strong technical capability. EBN: What is the outlook for Intel in 1999? What about the entire PC industry? Barrett: Our first quarter was up some 18% [from the like period a year ago]. We think the second quarter will be flat over the first quarter. Typically, the industry is much stronger in the second half compared to the first half. But this year, it is quite a bit more complicated [due to] the year 2000 problem. Will that accelerate or increase buying patterns? We still expect the second half to be seasonally up from the first half. But I don't see a clear indication yet how strong the second half will be. EBN: What's your impression of Taiwan semiconductor industry and could you please comment on Intel's relationship with it? Barrett: [Taiwan's semiconductor industry] has been one of the most aggressive in the last few years. Many of the investments here are really foundry sources or sub-contract manufacturing sources, which we use from time to time. EBN: Intel has made investments in Micron, Samsung, and a slew of other companies. Will Intel make any investments in Taiwan? Barrett: Nothing to announce. EBN: China's IT industry is growing very fast. Will China be a very strong competitor to Taiwan in the IT industry? Barrett: The consumption of IT equipment and computers in China is obviously much larger than Taiwan. I think perhaps by the end of this year, China will be the second largest market for computers in the world, behind only the United States. They have surpassed Japan and become the second largest market for computers. The PC industry in mainland China is relatively alive and healthy and very competitive with the multinational [OEMs]. Companies like Legend and Great Wall did very well in competing against IBM, Compaq, Dell, and Hewlett-Packard. As far as competing with Taiwan, I think there is already a degree of competition from a manufacturing standpoint, just because of the cost of manufacturing. Manufacturing has moved from Taiwan to China. The real issue is where is the engineering is done. That's still done in Taiwan.

To: Tenchusatsu who wrote (80249)	4/30/1999 3:57:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

FYI about dual-Xeon graphics workstations, The latest PC Magazine reviewed six Pentium III Xeon workstations. Every workstation came with two Pentium III Xeon processors running at 500 MHz with 512K full-speed L2 cache. All of them also came with Seagate Ultra-2 SCSI hard drives with 8 GB of space and spinning at 10,000 RPM. Add 256MB of SDRAM and a high-end graphics card per system, and you have yourself a list of some very powerful workstations. The prices ranged from $8,000 to $12,000. As usual, Dell won the PC Editor's Choice. The editors also wanted to compare these Xeon workstations to competitive products based on Compaq's Alpha processor or Sun's Solaris systems, but neither company was able to supply workstations in time for the review. One more thing. The editors also decided to try testing a similar Sun workstation based on dual Pentium III processors and see what difference the Xeon makes. The article says: On the average, we found performance results to be only 7.3 percent lower with two Pentium IIIs than the same configuration with two Pentium III Xeons, with results ranging from a difference of 2.7 percent to 8.7 percent. ... If absolute top performance is not your priority, you can save anywhere from $200 (on the Dell) to $1,450 (on the IBM) by buying an equivalent system with two Pentium III's. In my opinion, this is true, but if your spending over $8000 on a graphics workstation, you might as well take the plunge, go for the Xeons, and enjoy the small but noticeable performance boost. Tenchusatsu