January
4, 2000
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By Ken Popovich
January 6, 2000
PC Week Online
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Executives at PC maker Gateway Inc. have
leveled harsh criticism of Intel Corp., coming close to
blaming the chip manufacturer for its poor financial
performance in the last quarter. As Gateway officials
announced late Wednesday that the company's
fourth-quarter earnings would fail to meet expectations,
they also strongly hinted that the company would be
seeking an alternative chip supplier. The financial
warning, the officials said, was due in large part to
Gateway's inability to obtain needed processors and
motherboards.
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By Michael Kanellos and Joe Wilcox
January 6, 2000
C/Net
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AMD shot back at rival Intel today in
the ongoing battle for chip supremacy by releasing its
fastest Athlon processor to date and by demonstrating a
consumer PC that runs at 1 GHz. AMD's new 800-MHz
Athlon, announced at the Consumer Electronics Show in Las
Vegas, matches the clock speed of Intel's fastest Pentium
III chip and actually outperforms the Pentium III in
certain benchmark tests, according to analysts. Both IBM
and Compaq Computer announced PCs to go along with the
chip, while Hewlett-Packard opted for the AMD K6-2 for
notebooks for the first time.
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By Michael Kanellos
January 5, 2000
C/Net
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AMD sought to counter a groundbreaking
Intel initiative with an expanded relationship with
Hewlett-Packard,
and tomorrow will announce an 800-MHz processor that
matches the giant's fastest chip.As expected, AMD will
release an 800-MHz Athlon processor at the Computer
Electronics Show tomorrow in Las Vegas. Both IBM and
Compaq will be on hand to announce computers
incorporating the new chip, according to sources familiar
with the Sunnyvale, Calif., company's plans.
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By Reuters
January 6, 2000
SiliconValley.com
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Personal computers makers leery of
putting all their chips in one basket, may learn a lesson
from Gateway Inc.'sproblems with its sole supplier of
microprocessors, Intel Corp. Intel's main rival in
microprocessors, Advanced Micro Devices Inc., is expected
to benefit from Intel's supply problems and will soon be
named as a second source supplier to Gateway, analysts
said Thursday.
San Diego-based Gateway warned on Wednesday that it
would report lower-than-expected fourth quarter earnings,
citing supply problems with its key processors from Intel
and a slowdown in corporate, government and education
sales due to Y2K concerns.
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By Robert Ristelhueber
January 6, 2000
EE Times
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Intel Corp. this week joined the
Internet appliance parade, announcing plans to market
hardware and software by midyear under the Intel brand
name. Initial products will be based on the Celeron
processor and will run the Linux operating system. The
Intel Web appliances will not be sold directly to
consumers, but rather to telephone operating companies,
Internet service providers and e-commerce retailers,
according to Craig Miller, product marketing manager for
the Home Products Group. Intel has begun shipping
prototypes to several customers, including US West, NEC
Corp. and an e-commerce division of Galeries Lafayette in
France. They will add features of their own.
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By Joe Wilcox
January 5, 2000
C/Net
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After devastating delays, production of
Rambus memory will ramp up significantly this year,
accounting for 16 percent of PC memory. According to a
study conducted by Nikkei Market Access, and reported
today by Nikkei BP AsiaBizTech, memory makers will ship
about 270 million 128MB/144 MB Rambus DRAM chips in 2000,
with four companies accounting for 75 percent of
production.
After several false starts, Rambus may finally be
finding its footing. Intel's unexpected September delay
of the 820 chipset, also known as Camino, caught many PC
makers by surprise and nearly brought RDRAM production to
a temporary halt.
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By Stephen Shankland
January 5, 2000
C/Net
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Intel is closing a secret "back
door" on one of its special purpose server
appliances that could let an intruder delete files or
even take control of a user's email functions. The
vulnerability applies to Intel's InBusiness Email
Station, a single-purpose server appliance that the chip
giant sells to customers who want to set up email
service.
In computer lingo, a "back door" is a secret
way to access a computer. This particular back door was
designed to let the manufacturer take over the server in
the event the customer was having serious problems, Intel
spokeswoman Micki Fuller said. Widespread knowledge of
the door, however, raises security issues, she said.
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By Jack Robertson
January 6, 2000
Electronic Buyers' News
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Intel Corp. has rejected Fort Worth,
Texas, as the site for its first 300-mm-wafer production
fab in favor of Chandler, Ariz. An Intel spokesman
today confirmed that "all the pre-qualification
study" has been completed for building a 300-mm fab
in Chandler, although no final decision has been made
yet. The Fort Worth site has been bypassed for the time
being and will remain on hold, the spokesman added.
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The
Register Files
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By Mike Magee
January 6, 2000
The Register
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Chip company AMD has confirmed the
release of an 800MHz Athlon, further compounding
embarrassment for Intel in the Megahertz Wars. Both IBM
and Compaq will use the 800MHz part in systems they will
sell.
Sources close to the company's plans expect the .18
micron 800MHz microprocessor to become available to PC
companies on the 10th of January in quantity.
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By Mike Magee
January 6, 2000
The Register
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Gateway has come clean on its plans to
use AMD microprocessors in its PCs, after issuing a
profits warning yesterday blaming shortages of Intel
components. The company said that it expects to post
earnings for its fourth financial quarter that are less
than expected, because of difficulties getting hold of
enough Intel processors to satisfy demand.
Those parts include 400MHz and 450MHz Celerons, as
well as Coppermine .18 micron processors, some of which,
as we reported the day after they were launched, were
almost impossible to obtain. There was also a shortage of
the popular BX chipset in autumn last year.
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By Stephen Thackeray
January 5, 2000
The Register
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Direct Rambus DRAM could be in office
machines and consumer electronics as early as 2001 as
prices fall. By the end of this year, the high-speed
next generation memory chip is expected to account for 16
per cent of the DRAM market, with 270 million units sold,
according to a Nikkei Market Access survey.
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By Mike Magee
January 5, 2000
The Register
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Intel will announce its plans for
consumer Web appliances at a conference in Las Vegas
today. The company is to sell appliances with the Intel
logo to telecom operators and service providers, which
will then sell them on to consumers.
These are not PCs running any version of Windows,
which is not good news for Microsoft, given Intel's
undoubted ability to manufacture and sell its products.
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By Mike Magee
January 5, 2000
The Register
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Rumours that AMD's K6-III is destined
for the chip gulag have been scotched by the company
today. Instead, AMD will roll out new variants of the
K6-III during this year and will continue to develop the
product, a representative of the firm has confirmed.
But AMD has acknowledged that the part is not as
popular in the retail market as either the K6-II or the
Athlon.
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By Mark Hachman
January 6, 2000
Electronic Buyers' News
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Gateway Inc., the third-largest PC maker
in the United States, criticized Intel Corp., its sole
microprocessor supplier, on Wednesday, blaming the chip
maker in part for Gateway's lower-than-expected earnings
in the final quarter of 1999. In a conference call held
to issue an earnings warning, Gateway executives said
Intel was unable to ship adequate supplies of low-end
microprocessors during the fourth quarter, and strongly
hinted that the company will begin to buy processors from
another microprocessor supplier -- most likely Advanced
Micro Devices Inc. -- within the next week or two.
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By Marcia Savage
January 6, 1999
Computer Reseller News
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The ongoing megahertz battle between
Intel Corp. and Advanced Micro Devices Inc. continued
Thursday with AMD's launch of an 800MHz Athlon processor. The
introduction of the fastest Athlon chip comes on the
heels of Intel's Dec. 20 launch of an 800MHz Pentium III
processor.
IBM Corp., Armonk, N.Y., and Compaq Computer Corp.,
Houston, both announced systems equipped with the new
Athlon.
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By John G. Spooner
January 5, 2000
ZDNet News
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Advanced Micro Devices Inc. on Thursday
will crank up the juice on its Athlon processor. The
Sunnyvale, Calif., company, as expected, will introduce
an 800MHz version of its Athlon processor at the Consumer
Electronics Show in Las Vegas.
The chip will be AMD's fastest to date, replacing the
750MHz Athlon, which was released in November.
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By Mark Hachman
January 6, 2000
Electronic Buyers' News
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Advanced Micro Devices Inc. has
introduced an 800-MHz version of its Athlon
microprocessor, joining Intel Corp. in the title of
having the fastest PC microprocessor on the market. With
distinctions in actual performance becoming finer and
finer as clock speeds increase, perhaps the most telling
feature of AMD's device is its price-$849 in 1,000-unit
lots. That's a couple of notches below the $851 at which
Intel launched its 800-MHz Coppermine Dec. 20.
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January
3, 2000
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By Michael Kanellos
December 29, 1999
C/Net
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Intel has confirmed the release date on
its energy-saving, and previously delayed, mobile Pentium
III processors that will narrow the performance gap
between desktops and notebook PCs. As reported earlier
this month, the chip giant, along with a number of
notebook manufacturers, will gather on Jan. 18 to show
off notebooks containing Pentium III processors
containing "SpeedStep" technology. Intel
officials have now confirmed the date and the fact that
the shindig will take place in San Francisco.
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By Reuters
December 24, 1999
C/Net
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Taiwan's VIA Technologies said today it
has agreed to increase its stake in S3 to 14.9 percent by
purchasing 10.8 million shares for $145.8 million, or
$13.5 per share. The investment followed VIAs
October move to buy 1.35 million shares, or 2.5 percent
of S3, for $14.07 million.
"S3 is a key partner to us in pursuing our
business objectives," Chen Wen-Chi, president and
chief executive of VIA, said in a statement. "In
addition to the mutual opportunities for the PC market,
we see substantial value in S3's communication and
financial assets."
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By Jack Robertson
December 27, 1999
Semiconductor Business News
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Rambus Inc., memory chip design firm,
got good news and bad news last week. Avo Kanadjian,
veteran vice president of marketing for Samsung
Semiconductor America Inc., has joined Rambus to head up
its marketing. The downside is the failure of Intel Corp.
to invite Rambus to join its Next Generation DRAM
alliance of the Big Five dynamic-memory firms to help
design a chip for the 2004-2005 time period.
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By David Lammers
December 27, 1999
EE Times
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Although it would not offer details,
Intel Corp. has confirmed that it is talking with the
major memory manufacturers about next-generation DRAM
technology. The Intel-led discussions with the five
largest DRAM vendors are likely to focus on how to create
a consensus solution for the gigabit generation of DRAMs. Spokespeople
at Micron Technology Inc. and Hitachi Ltd. separately
confirmed reports that Intel is in discussions with
Hyundai Microelectronics, Infineon Technologies, Samsung
Electronics, Micron and the NEC-Hitachi DRAM joint
venture.
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December 30, 1999
Electronic Business Asia News
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As Intel is reportedly engaged in
consensus building with major DRAM makers on the
next-generation memory in PCs, the world's largest
chipmaker has distanced itself from partner Rambus
Technology. That change in position partly reflects
delays and costly mistakes during 1999 surrounding
Intel's Camino chipset, once expected to make Direct
Rambus the mainstream memory in desktop PCs starting next
year. In addition, Electronic Business Asia more recently
broke news internationally about the cancellation of the
Greendale chipset, which would have enabled Direct Rambus
in notebook PCs. Intel's grand scheme to implement
Rambus in PCs may be in a shambles now, but it's still to
early to count Direct RDRAM out entirely.
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By Linley Gwennap
December 27, 1999
Microprocessor Report
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As my final editorial for this august
publication, I would like to reflect on how the industry
has changed--and in some ways stayed the same--since one
of my earliest editorials, discussing Brainiacs and Speed
Demons. At that time, Digital's brand-new Alpha line,
HP's PA-RISC, and the MIPS R4000 strove for high clock
speeds, while IBM (Power), Sun (SuperSparc), and Motorola
(88110) focused on high-IPC (instruction per cycle)
designs. In 1993, Speed Demons used simple scalar or
two-issue designs running at 100 to 200 MHz in
state-of-the-art 0.8-micron IC processes; Brainiacs could
issue three or four instructions per cycle but at no more
than 66 MHz.
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The
Register Files
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By Mike Magee
December 28, 1999
The Register
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Over the festive season, Compaq has seen
fit to post a document on its Web site which compares and
contrasts the performance of its flagship 64-bit
processor with Intel's up-and-coming Merced Itanium. And,
according to the Adobe PDF document entitled Alpha and
IA64, any dreams of world domination Intel may have with
such 64-bit architecture are just that, dreams.
The document cites facts, figures and benchmarketing
to demonstrate that pound for pound, the Alpha
outperforms Intel architecture. One soundbyte says:
"Alpha will be superior to IA64 in commercial
applications".
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December 31, 1999
The Register
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Well, my lovelies, if the world still
exists tomorrow morning, you can be sure that the
question occupying most people's minds will be which chip
company will be first to market with a 1GHz processor. My
runes show, unquestionably, that Advanced Micro Devices,
headed up by that nice Jerry Sanders III, will definitely
be the first, with .18 micron Athlons already available
and copper interconnect technology in the works.
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By Mike Magee
December 28, 1999
The Register
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It must be a little worrying for any of
Intel's 68,000 or so employees worldwide when one of the
local bosses stands up and tells a journalist what a
great employer it is. Excuse our cynicism, but
generally this seems to happen just before a big company
gives bad news to its employees.
Yesterday's edition of the Malaysia Star featured an
interview with Intel local boss Wong Siew Hai, saying
that his company has sent 1,000 people abroad to re-train
over recent years, mostly engineers.
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December 27, 1999
Semiconductor Business News
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Via Technologies Inc. has increased its
equity position in graphics chip maker S3 Inc. to 14.9%
by purchasing approximately 10.8 million shares at $13.50
per share, the company reported here on Friday. In
November, the two companies announced a joint venture to
produce graphics and core logic chip sets. This
investment is intended to further strengthen the
partnership and collaboration between S3 and Via, the
companies said.
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By John G. Spooner
December 29, 1999
ZDNet News
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Notebook PCs will get more power and
improved power management in January with the release of
a mobile Pentium III processor from Intel Corp. But
Intel's chief rival, Advanced Micro Devices Inc., will
not be far behind in offering similar technology.
The new technology will allow Intel to increase chip
speed without compromising battery life.
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