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December 8, 2000
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By Ian Fried, Joe Wilcox, and Scott Ard
December 7, 2000
C/Net
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In a further sign of the deteriorating state of the PC market, Intel warned late Thursday that fourth-quarter revenue will be flat or possibly below the $8.7 billion the company reported in the third quarter.
Intel executives said that over the past three weeks they have seen "increasing negative signs" as well as larger order cancellations from a number of major customers.
"As it has turned out, the economy worldwide appears to be slowing more quickly than we anticipated," chief financial officer Andy Bryant said in a conference call.
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By Mark Hachman
December 7, 2000
TechWeb Finance
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Intel Corp. added to the litany of earnings warnings Thursday, telling investors to expect flat revenues due to lower PC demand that the company blamed on a widespread economic slowdown.
Intel (stock: INTC) now expects fourth-quarter revenue of about $8.7 billion, roughly flat with the third quarter.
During its third-quarter earnings report, Intel predicted that fourth-quarter revenues would climb by 4 to 8 percent.
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By Michael Kanellos
December 6, 2000
C/Net
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Hitachi has begun shipping an Internet appliance that contains a Crusoe processor from Transmeta.
Hitachi's Flora-ie 55mi is a combination of a notebook, a handheld and a cell phone. The device, which looks like a notebook screen with buttons down one side, hooks up directly to the Internet and is used to search Web content or run applications, similar to a standard PC.
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The Register Files
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By Andrew Thomas
December 6, 2000
The Register
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It looks as if California's leading law firm, Rambus, Rambus and
Rambus, is spoiling for a fight with Intel.
The company is still smarting from Craig Barrett's remarks about the
Rambus/Intel relationship being a mistake and his criticism of Rambus' litigious nature. Rambus CEO Geoff Tate spent some time listing his
Intel counterpart's indiscretions during an analyst call last week and the Mountain View company has now apparently called into question Intel's ability to design a chipset.
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By Andrew Thomas
December 6, 2000
The Register
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It's one thing having faith in one's products, but that faith should not be of the blind persuasion.
In an interview in Hong Kong yesterday, Intel boss Craig 'Five Speeches' Barrett told Bloomberg that the Pentium 4 is the "undisputed king of microprocessors".
Asked to comment on analysts claiming that poor execution had given AMD time to catch up, Barrett replied: "I think we have some great technology to compete with people like AMD, Transmeta, the
people who are in our microprocessor space."
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By Andrew Thomas
December 6, 2000
The Register
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Reports from Taiwan suggest that 600 and 700MHz mobile Durons could launch before the end of the year. And about time too - Intel's had things pretty much its own way recently with the mobile Celeron out-punching the venerable K6-2.
Chimpzilla is also due to launch a mobile Athlon at 1GHz sometime in Q2 2001.
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By Andrew Thomas
December 6, 2000
The Register
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One of our regular AMD informants emails to confirm that the forthcoming Athlon Palomino is indeed exceptionally cool.
"You can put a finger on it while its running," he states.
Regrettably we are not told if this is one of our mole's fingers, or one belonging to someone he doesn't like very much.
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December 5, 2000
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By Bloomberg News
December 5, 2000
C/Net
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Toshiba, the world's No. 1 laptop maker, still hasn't decided whether to use Transmeta's Crusoe chips in its notebooks.
"We are still checking Crusoe's suitability for our PCs and haven't decided whether we will use them or not," Toshiba spokeswoman Yumiko Kokubu said Monday.
Crusoe, a microprocessor, consumes less electricity than rival products such as Intel's Pentium processors. Except for Toshiba, most Japanese laptop makers are using Crusoe chips. Transmeta particularly wants Toshiba to buy the chips because the maker of DynaBook and Libretto notebooks sells its PCs in the United States and other areas of the world. Toshiba's domestic rivals mostly sell their laptops in Japan.
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The Register Files
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By Andrew Thomas
December 4, 2000
The Register
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Mountain View law firm Rambus, Rambus and Rambus held a conference call last week in which a couple of surprising - nay unbelievable - statements were made.
CEO Geoff Tate replied to an analyst's question about how much time he spent on legal issues as opposed to looking at future technology with a very unlikely: "In recent weeks I've only been spending ten per cent of my time on litigation," adding: "I'm not a lawyer."
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December 4, 2000
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By Jack Robertson
December 1, 2000
Electronic Buyers' News
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A week after three leading DRAM makers cited weak OEM demand for Direct Rambus DRAM, Rambus Inc.'s top marketing executive said the industry is nevertheless poised to adopt the technology.
Avo Kanadjian, vice president of worldwide marketing at theMountain View, Calif., design company, said it's more likely that those seeing sparse demand for Direct RDRAM chips do not yet have volume production lines at the ready.
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By Rachel Konrad
December 1, 2000
C/Net
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Several analysts drafted bullish reports Friday on Rambus, confident the controversial memory chip designer will win a string of high-profile lawsuits in Europe.
If Rambus wins the patent infringement cases in Germany and France, it stands to reap as much as $1 billion in royalty payments, retroactive over the past decade. Courtroom victories could also dramatically increase Rambus' market share by shutting out competitors in certain regions and market segments.
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The Register Files
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By Andrew Orlowski
December 1, 2000
The Register
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Intel has pulled the plug on its North American Applied Computing Roadshow at short notice. The tour, subtitled: "Empowering Developers of the Connected World", was scheduled to hit
Ottowa, Raleigh and Chicago and other cities over the next fortnight. But like a number of recent Intel products, it has suffered a recall.
"We regret any inconvenience this may cause you. Please check back for future updates" is all the Web site reveals - save for a mildly surreal "Save $100!" promotion. And what that's all about, we haven't a clue, for the details of the promotion have been vaped along with the rest of the site: the Conference, Exhibits and other sections have been wiped too.
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By Andrew Thomas
December 1, 2000
The Register
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TSMC sources quoted in Taiwan's Commercial Times claim that VIA has slashed orders as a result of falling demand from mobo makers.
VIA refused to comment on the speculation but said that any adjustment was purely temporary. The company expects the mobo market to return to normal next year and says its chipset product strategy would not be affected, despite delays in shipments of Intel's 815 chipset that was expected to have moved into mass production in the fourth quarter.
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