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October 20, 2000
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By Mitch Wagner
October 19, 2000
InternetWeek
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Intel's got a roadmap to deliver chips for high-end server computing, but it has to clear a few roadblocks first.
IT managers are beginning to take notice as Intel Corp. (stock:
INTC), the dominant processor vendor, with about 90 percent desktop market share, continues to face delays and questions about new chip performance. This uncertainty comes as the company's stock price drops rapidly.
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By John Leyden
October 19, 2000
VNU Net
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Transmeta needs to clinch deals involving the use of its processors in high-end notebooks and internet access devices if it is to remain in business, according to a senior Gartner analyst.
Speaking at the Gartner Symposium/ITxpo, research director Kevin Knox said that Transmeta, which is targeting the ultra-light notebook space, won't survive in such a small segment of the market because microprocessor manufacturing is so expensive.
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By Peter Clarke
October 19, 2000
EE Times
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Intel's long-standing relationship with Rambus Inc. (Mountain View, Calif.) and its high-speed memory access technology appears to have been soured by Craig Barrett, Intel's chief executive officer, who criticized Rambus heavily in an article in the Financial Times.
In the article Barrett is quoted as saying: "We made a big bet on Rambus and it did not work out."
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The Register Files
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By Andrew Thomas
October 19, 2000
The Register
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While Chipzilla's website maintains its legendarily-tenuous grip on reality in boasting that the Pentium III is currently available in speeds of up to 1.13GHz, The Register learns that the truth is somewhat different. Not only is the recalled chip not available, Intel today confirmed that it isn't scheduled for its second coming until Q2 next year.
Along with everyone else, we'd believed that the recalled 1.13GHz part would make a reappearance sometime in Q1 2001. A slippage by a further quarter could mean it will never resurface.
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By Andrew Thomas
October 19, 2000
The Register
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Following another outburst from Intel CEO Craig Barrett in yesterday's FT, in which he described the relationship with Rambus as a failed bet, it is perhaps alarming for Rambus stockholders to read in the company's end of year statement that future revenues are dependent primarily on the rollout of Sony's PS2 and Intel's Pentium 4.
In the interview Barrett admitted: "We made a big bet on Rambus and it did not work out," adding that it had been a mistake to rely on another company for technology that "gates your performance".
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October 19, 2000
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By Mark Hachman
October 18, 2000
TechWeb News
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Intel Corp. chief executive Craig Barrett now calls his company's relationship with Rambus Inc. "a mistake," according to a report published today.
The remarks back up comments Intel executives made Tuesday ina conference call with analysts announcing the company's third-quarter results.
Intel executives said they were looking "very seriously" at using rival double-data-rate memory with its desktop PC chipsets, a statement that by itself put Intel's relationship with Rambus in even greater doubt.
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By Phil Trent
October 18, 2000
OS Opinion
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1. Intel has purposefully misled investors and analysts by saying that weak demand was the company's main problem rather than a series of disasters. In the last few years, Intel has delayed and abandoned multiple projects as well as the infamous 1.13 GHz recall.
2. Intel's vast underestimation of AMD will cause a speed gap from a 300-500 MHz by January 2001.
3. Intel is literally falling apart under Craig Barrett's administration (stock price, morale, product inferiority).
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By Mark Hachman
October 18, 2000
TechWeb News
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Intel Corp. has said it is looking "very seriously" at using double-data-rate memory with its desktop PC chipsets -- a statement that puts its relationship with Rambus Inc. in even greater doubt.
In response to analyst questions during its third-quarter earnings report, Intel executives shifted their public stance on DDR memory.
"As we have said before, we are adopting DDR technology for servers, and exploring DDR on desktop," said Paul
Otellini, vice president of the Intel Architecture Group in Santa Clara, Calif. To a followup question from an analyst, Otellini added, "We're looking very, very seriously at it."
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By Ken Popovich
October 18, 2000
eWEEK
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While Intel Corp. reported earnings that were slightly higher than Wall Street's lowered expectations Tuesday, analysts said flat processor shipments and surging inventory point to trouble ahead for the world's biggest chip maker.
After the market's close yesterday, Intel reported third-quarter net income of $2.9 billion, or 41 cents per share, excluding special charges, which beat the consensus projection of 38 cents per share based on a recent survey of analysts by First Call. Sales for the quarter totaled $8.7 billion, up 19 percent from a year ago.
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By Matthew Broersma
October 18, 2000
ZD Net News
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Transmeta's much-hyped Crusoe processor for notebook computers will be in the limelight at World PC Expo 2000, held this week in Tokyo, Japan.
Sony and NEC have both launched Crusoe-based notebook PCs in time for the event, and World PC Expo will be users' first chance to try out the chips for themselves. Transmeta's processors use an unusual process called "code morphing" to run x86 applications in software, rather than hardware, as with traditional chips from AMD and Intel.
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The Register Files
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By Andrew Thomas
October 18, 2000
The Register
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Although the situation in the Middle East is mercifully slightly more stable today than it was last week, relations between Israel and the Palestinians are still a long way from what one might call cordial.
It must be something of a worry to Intel, then, to be reminded that Fab 18 at Qiryat Gat is built on the site of the Palestinian village of Al
Faluja. Al Faluja was destroyed in 1949 during the Israeli occupation of Palestine.
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By Lucy Sherriff
October 18, 2000
The Register
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Intel CEO Craig Barrett says that his company made a mistake getting into bed with
Rambus.
In an interview published in The Financial Times, Barrett admitted: "We made a big bet on Rambus and it did not work out." He said that it had been a mistake to rely on another company for technology that "gates your performance".
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By Andrew Thomas
October 18, 2000
The Register
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It is a truth universally acknowledged that chipmongers form the last bastion of the old 'mine's bigger than yours' school, egged on by hardware geeks around the world.
No sooner has Chimpzilla got its shiny new 1.2GHz Athlon out of the door than do we hear rumours of the impending arrival of a 1.33GHz part shipping in December (Story: 1.33GHz Athlon on streets by December?).
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Today's Related Stories
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By Tom Foremski
October 18 2000
Financial Times
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When Intel teamed up with Rambus in 1996 it seemed to be a marriage made in heaven. But the relationship
hassoured, costing the world's largest chip manufacturer hundreds of millions of dollars and several high-profile chip problems.
Intel's support of the high-speed Rambus memory chip technology is directly related to the recent cancellation of its Timna microprocessor, the recall of more than 1m PC mother-boards in May and the scrapping of about 1m PCs a year ago.
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By Steven Fyffe and Paul Kallender
October 18, 2000
Electronic News Online
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It was a bitter-sweet day for Rambus Inc., Mountain View, Calif., with the announcement of record earnings overshadowed by harsh words from Craig Barrett, Intel Corp.’s president and chief executive officer.
“We made a big bet on Rambus and it did not work out,” Barrett told Financial Times at the eXCHANGE e-Business Summit in San Francisco last week. “In retrospect, it was a mistake to be dependent on a third party for a technology that gates your performance.”
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October 18, 2000
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By Joe Wilcox and Michael Kanellos
October 17, 2000
C/Net
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Intel just can't get a break.
While the market braces for some potentially tough news in Intel's earnings report Tuesday and the company grapples with a string of recent glitches, Advanced Micro Devices has taken another swipe at the struggling chip giant.
Sunnyvale, Calif.-based AMD on Tuesday released new processors--the 1.2-GHz Athlon and the 800-MHz
Duron--that will appear in systems from Compaq Computer, Gateway and Hewlett-Packard. Micron Electronics sells a Duron system at Best Buy stores, and IBM sells some Duron PCs directly.
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October 17, 2000
Semiconductor Business News
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If Intel Corp. didn't have enough problems in the microprocessor market, the Santa Clara, Calif.-based company now has another headache to contend with in the business--Transmeta Corp.
NEC Corp., Japan's largest PC maker, here today introduced a new notebook computer based on a 600-MHz, x86-based microprocessor line from Transmeta, also of Santa Clara.
The announcement represents the fourth major design win for Transmeta. Since last month, Sony, Fujitsu, and NEC have separately rolled out notebook PCs based on Transmeta's chip line, dubbed Crusoe. And, another Japanese OEM--Hitachi Ltd.--is reportedly developing a line of products based on its chip line as well.
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October 17, 2000
The Times of India
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Upstart chipmaker Transmeta said Tuesday that NEC's latest Japanese laptop will use its Crusoe chip, a power-saving microprocessor that claims to double the life of batteries.
Since the Crusoe was unveiled in January after five years of highly secretive research and development, Transmeta has been slowly chipping away at the mobile computer market that for years relied on Intel Corp.'s chips.
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By Leander Kahney
October 17, 2000
Wired
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Sony and NEC launched the first notebooks based on Transmeta's revolutionary new Crusoe chip, but preliminary benchmark scores seem to indicate the much-ballyhooed chips are no speed demons.
Two new models in Sony's Vaio line of notebooks -- the Vaio PictureBook C1VN and the PCG-GT1 -- were, when announced Monday, the first machines based on the Crusoe chip to hit the market.
NEC on Tuesday in Japan introduced the LaVie MX, a three-pound notebook computer that will operate up to 11 hours on battery power using Transmeta's Crusoe microprocessor.
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The Register Files
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By Drew Cullen
October 17, 2000
The Register
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Dustin AB, the Swedish computer retailer, today tippexed all Web site references to the 1.33GHz Athlon from its price list, following discussions with Microtronica, its AMD distributor (story: 1.33GHz Athlon 'for sale' - in Sweden).
"The product shouldn´t be out on the market yet, Microtronica also got a call from AMD in US," the company told us this afternoon by email.
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By Drew Cullen
October 16, 2000
The Register
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Dustin, a Swedish computer reseller, is touting on its Web site for the spanking price of 8,225.00 kr. We say "touting" because Dustin announces the part is "Ej i lager" - or not in stock (we've also removed the
link, as the company has excised references to the part since we first wrote this story).
Not such as surprise, that, as there is no such thing as the "AMD-K7 ATHLON THUNDERBIRD 1330 MHZ FÖR SOCKET A" in the AMD roster - yet. And neither has AMD announced a 1.33GHz chip - yet.
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October 17, 2000
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By Mark Hachman
October 16, 2000
TechWeb News
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Intel Corp. is entirely reworking the 1.13-GHz Pentium III processor, delaying the high-speed MPU until the second quarter of 2001.
All of Intel's 0.18-micron Pentium III line is undergoing a new core "stepping," or manufacturing revision, according to a product change notification notice sent out by Intel and obtained by
TechWeb.
A second, newer version will be used to fabricate the new 1.13-GHz chip, an Intel spokesman said.
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October 16, 2000
Semiconductor Business News
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Bearing the first fruit from its alliance with Intel Corp., Standard Microsystems Corp. (SMC) here today announced today the availability of production samples of its PC chip set line for Intel's Pentium II and III microprocessor lines.
SMC's new products include the Victory66 South Bridge and VictoryBX-66 Chipset. The VictoryBX-66 Chipset is a two-chip solution based on Intel's memory controller (North Bridge) and SMC's I/O controller. Meanwhile, the Victory66 SLC90E66 South Bridge is the first in a family of PCI-based I/O controllers.
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By Michael Kanellos
October 16, 2000
C/Net
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NEC has become the third major manufacturer to release a notebook PC containing Transmeta's Crusoe processor, as competition in the laptop market escalates.
NEC unveiled a mini-notebook powered by a 600-MHz Crusoe chip at Tokyo time Tuesday at PC Expo Japan. A little over a week ago, Sony released the first Crusoe notebook in Japan and will follow it up with a notebook for the United States on Oct. 25. Fujitsu has also come out with a Crusoe notebook for Japan, according to a Transmeta spokesman.
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By Reed Stevenson
October 16, 2000
eWeek
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Sony Corp. on Monday unveiled a new series of its VAIO personal computers -- the latest effort by the electronics giant to integrate its consumer electronics, PC and media empire.
Sony's two new notebook computers, formally launched today, mark a clear departure from its current line of PCs.
One is a new VAIO laptop with a radically new translucent design that sets itself apart from the
purple-grey VAIO PCs.
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By Anthony Cataldo
October 11, 2000
EE Times
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Intel Corp. this week is providing a glimpse of its plans to push its mobile processors into the gigahertz realm while coming up with new ways to lull the processor into deeper sleep to save battery life.
At the Microprocessor Forum here, Intel also stated its plan to introduce separate mobile CPUs by 2002 or 2003, a move that would allow the company to meet the shift in demand from full-sized notebooks to thinner and lighter systems that place a greater premium on lower power and heat dissipation.
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The Register Files
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By John Lettice
October 12, 2000
The Register
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Intel Architecture Group VP Bill Siu is a versatile man, evidently. At this week's Microprocessor Forum he seems to have on the one hand told journalists that the Pentium 4 won't be Intel's big earner until 2002, while on the other he says that the amount of emphasis Intel will be putting on the P4 in Q4 will mean there won't be a lot of demand for the 1.3GHz Pentium III.
It is of course painfully obvious how this could be, but it does point up how vitally important marchitecture is to Chipzilla right now. Actually being able to build the chips now would be the ideal solution, but in default of that it's a case of break out the smoke and mirrors again.
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By Lucy Sherriff
October 12, 2000
The Register
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Intel has allowed the first glimpses of its mobile processor roadmap, taking the company through to 2002.
The outline brought promises of 1GHz-plus processors for notebooks (full size) by the end of next year, and low power processors designed to run at over 600MHz requiring less than 1V to operate.
Intel says it is speeding ahead with the production of the low power chips, reportedly in response to pressure from Transmeta, whose low power offering, Crusoe is now available in Japanese Sony
Vaios.
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