| June 5, 1998 |
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By Michael Kanellos
June 4, 1998
C/Net
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The Federal Trade Commission announced
that top agency officials will meet next week to vote on
an "enforcement action" against an unspecified
company that many believe is Intel. As reported
earlier, William J. Baer, the director of the FTC's
bureau of competition, delivered his assessment of the
nine-month investigation into the chipmaker's business
practices to the agency's board of commissioners earlier
this week. Sources close to the investigation said that
Baer, along with his investigative staff, recommended
that the commissioners file an action against Intel.
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See
Today's Related Stories |
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June 5, 1998
The Register
|
Evidence gathered by the Federal Trading
Commission for its forthcoming action against Intel
includes data on two key legal actions involving Compaq
and Acer, according to the San Jose Mercury. Sources
close to the RTC enquiry say that Intel effectively
shielded other customers from legal action by the two
companies, forcing them to back down and sacrifice their
bids to establish patents. It would seem possible
therefore that Intel favours the widest possible
dissemination of intellectual property rights, except in
the case of one company. In the case of Compaq, the PC
company had taken action against Packard-Bell in 1994,
claiming Packard-Bell infringed patents covering system
design. At the time Packard-Bell was one of Intel's key
allies in the campaign to move customers to Pentium at
top speed, while relations with Compaq were poor, one of
the reasons being because Intel was manufacturing Pentium
boards for a number of upstart companies, including
Packard-Bell.
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By Larry Dignan
June 4, 1998
Inter@ctive Investor
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Shares of Intel Corp. (INTC) rebounded
Thursday gaining 2 1/4 to 68 3/16, or more than 3
percent, as bargain hunters were relieved after the
company said it wouldn't change its second quarter
guidance. Intel shares fell 5 percent on Wednesday to
near 52-week lows after Hambrecht & Quist cut its
earnings estimates, citing weak PC demand. Rumors that
Intel would issue a profit warning also hurt shares. The
company said it didn't plan to make an announcement, but
could still issue a profit warning.
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By Gabrielle Jonas
June 5, 1998
TechInvestor
|
The bad news came fast and furious for
Intel this week, sending the stock to its lowest point in
a year. There is plenty to be worried about -- from the
delay of the Merced chip to possible antitrust
allegations to a slowdown in chip sales -- but there is
still no consensus on Wall Street. The shock treatment
began Wednesday, when Hambrecht & Quist analyst Rob
Chaplinsky trimmed his earnings estimates to 65 cents per
share from 69 cents for the second quarter, which ends
June 30, and lowered his fiscal 1998 earnings outlook to
$2.92 per share from $3.04. The downgrade even sent
shivers through the Asian markets.
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By Anthony Cataldo
June 4, 1998
EE Times
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Improved production yields with its
0.25-micron process technology will allow Intel Corp. to
introduce its Katmai Pentium II processor ahead of
schedule, and to add a 300-MHz version of its Celeron
processor with integrated L2 cache to its 1998 processor
road map, the company said. The 400-MHz and 500-MHz
Pentium II Katmai processors, which include 70 new SIMD
floating-point instructions, will now be introduced by
the first quarter of 1999, rather than by the second
quarter as previously planned. The processors are
expected to be used in combination with Intel's 440BX
chip sets, which support 133-MHz AGP and a 100-MHz system
bus.
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| Updated Stories |
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By C/Net Staff
June 4, 1998
C/Net
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Intel will release its first Xeon
Pentium II processors for servers and workstations later
this month, while it cuts prices on its desktop
processors next week. The chip giant also is expected
to cut prices Monday on its Celeron processors targeted
for use in basic and performance PCs, as it moves to
reduce prices more frequently in a sluggish PC market,
analysts said.
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By Michael Kanellos
June 4, 1998
C/Net
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Intel is accelerating the release of
Katmai--its highly anticipated, next-generation
multimedia processor--and will make more high-speed
Pentium II and Celeron chips than originally planned
after better-than-expected success with its current
manufacturing technology. The changes should bring
larger quantities of faster Pentium IIs into the market
than previously expected, which in turn may mean cheaper
Intel-based desktops over the ensuing months and a
tougher competitive environment for Advanced Micro
Devices.
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| Today's Related Stories |
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By PC Week Online Staff
June 5, 1998
PC Week Online
|
The Federal Trade Commission has set a
meeting for Monday, June 8, to vote on antitrust action
against Intel Corp. (INTC), according to published
reports today. The FTC's so-called "sunshine
phone" recorded message announced the noon ET
meeting had been set to consider "enforcement
action."
At issue is whether Intel has leveraged its
approximately 85 percent market share to subdue
competitors and third parties, while locking OEMs into
using Intel processors.
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| June 4, 1998 |
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By Tom Quinlan
June 4, 1998
San Jose Mercury News
|
As Compaq Computer Corp. saw it, Packard
Bell had violated its patents and had to be stopped
through the courts. Then Packard Bell gained an
irresistible ally: Intel Corp. Intel's emergence as a
voluntary defendant in the 1994 case rewrote the rules of
engagement for the two giant personal computer makers.
Industry insiders have told federal regulators that
Compaq settled the dispute with Packard Bell, rather than
risk further damaging its crucial relationship with the
world's leading maker of microprocessors.
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Many
related stories linked from this article |
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By Fred Langa
June 3, 1998
Techweb
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There are amazing parallels between
Microsoft's position in software and Intel's in hardware.
And what's good for the goose … One of the
reasons Microsoft got itself in hot water was its
Borg-like tendency to assimilate competitors. Over the
years, Microsoft has absorbed more and more features and
functions into its operating system, crowding out vendors
of what once had been separate software products.
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By Lisa DiCarlo
June 4, 1998
PC Week Online
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Less than a week after announcing a
six-month delay in Merced, its first 64-bit chip, Intel
Corp. is redrawing its entire 32-bit road map -- and the
new directions are faster and earlier. Intel officials
said Wednesday that the delivery dates and clock speeds
for the chips, including Tanner, Katmai, Celeron and
Pentium II Xeon, have all been accelerated.
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By Michael Kanellos
June 4, 1998
C/Net
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Intel is accelerating the release of
Katmai, its highly anticipated, next-generation
multimedia processor, and will manufacture more
high-speed Pentium II and Celeron chips than originally
planned as a result of better-than-expected success with
its current manufacturing technology. The changes
should bring larger quantities of faster Pentium II chips
into the market than previously expected, which in turn
will likely mean cheaper Intel-based desktops over the
ensuing months and a tougher competitive environment for
Advanced Micro Devices.
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By Larry Dignan
June 3, 1998
Inter@ctive Week Online
|
Intel Corp.'s (INTC) falling shares are
only a precursor to an ugly second quarter for the
semiconductor industry. Shares of Intel fell 5 percent
on Wednesday to almost hit a 52-week low after Hambrecht
& Quist cut second quarter earnings estimates to 65
cents a share from 69 cents a share. Wall Street is
expecting earnings of 70 cents a share for the quarter.
Weak PC demand was the reason behind Hambrecht &
Quist's change of estimates. Rumors that Intel would
issue a profit warning also fueled the fall.
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By Reuters
June 3, 1998
C/Net
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Intel said that it does not plan to
issue any statement today on its second-quarter
financials, and that its previous guidance for its
second-quarter earnings to Wall Street has not changed. "At
this point, I can say that we do not have anything
planned for today," Intel spokesman Howard High said
when asked about the rumors on Wall Street that Intel
might pre-announce a second-quarter earnings shortfall.
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By Reuters
June 3, 1998
C/Net
|
Worries about lower earnings from
chipmaker Intel drove the Nasdaq lower today in a
late-session turnaround that muted gains made earlier in
the day among telecommunications stocks. The Nasdaq
unofficially finished down 19.48 points, or 1.11 percent,
at 1,742.31, despite rising earlier in the day on a $7.1
billion merger between Tellabs and Ciena.
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By Malcolm Maclachlan
June 3, 1998
TechWeb
|
Intel, whose chips dominate the PC
business, is now looking to take on the arcade game
market. The chip maker's vision is to turn arcade
games into larger versions of PCs, with Intel
microprocessors and a standardized architecture.
The idea is to lower prices for arcade owners, who now
pay anywhere from $15,000 to $40,000 for a game. Yet
Intel is not the only company with such plans. However,
its competitors may be able to deliver similar machines
with more power and at a lower cost, analysts said.
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| June 3, 1998 |
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By Michael Kanellos and Dan Goodin
June 2, 1998
C/Net
|
The top prosecutor for the Federal Trade
Commission in its investigation of Intel has recommended
pursuing an action against the chipmaker for alleged
antitrust violations. The high-level decision makes it
very likely that the commission will seek legal recourse.
Sources close to the investigation said that William
J. Baer, the FTC's director of the bureau of competition,
has recommended to the five-person commission that
charges be filed against Intel for arbitrarily
terminating nondisclosure agreements (NDAs), among other
acts, which prevented computer companies from shipping
products on time. These actions allegedly were undertaken
to influence vendors into courses of conduct beneficial
to Intel.
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See
Today's Related Stories |
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By Dan Goodin
June 2, 1998
C/Net
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If the Federal Trade Commission takes
legal action against Intel for cutting off technical
information to its partners, the agency will be moving
into uncharted and legally risky territory, legal experts
say. Although the government has amassed plenty of
ammunition in its nine-month investigation of the chip
giant, its specific dealings with partners Intergraph and
Digital Equipment--believed to form the core of the
government's case--do not readily support violations of
antitrust law, the experts argued.
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See
Today's Related Stories |
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By Edward F. Moltzen
June 2, 1998
Computer Reseller News
|
While the Federal Trade Commission (FTC)
moves forward with its own investigation into Intel's
business practices, several state attorneys general are
tracking the case, but have no immediate plans to jump
in, sources said. Unlike the recent antitrust case
brought against Microsoft by 20 attorneys general and the
District of Columbia -- which parallels legal action
brought by the U.S. Department of Justice's Antitrust
Division -- to date no attorneys general have opened
their own probe into Intel's business practices,
according to sources in four different attorneys general
offices.
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See
Today's Related Stories |
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By Andy Santoni
June 2, 1998
InfoWorld Electric
|
Intel's announcement that its foray into
64-bit computing will be delayed into the year 2000 will
have a ripple effect through the PC industry, but vendors
should be able to ride out the wave, industry observers
agreed. "Merced is a very complex design, and
delays in microprocessor production are the rule, so it's
not surprising in this context that Merced was
delayed," said Dean McCarron, an analyst at Mercury
Research, in Scottsdale, Ariz.
As for the cause of the delay, "Intel was pretty
adamant that it was not a manufacturing problem,"
McCarron said.
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By Michael Kanellos
June 2, 1998
C/Net
|
Intel will release its first Xeon
Pentium II processors for servers and workstations on
June 29 and team the debut with price cuts on its desktop
processors, as the world's largest chip maker begins to
deliver a new class of high-priced, high-margin chips for
critical market segments. The first Xeon chips to be
released will run at 400 MHz, and some will contain extra
high-speed memory to increase the performance of the
chips. These chips will cost $1,050 and $2,650 in volume,
respectively, according to Ashok Kumar, semiconductor
analyst at Piper Jaffray. Other sources put the price
slightly higher.
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By Jim Davis
June 2, 1998
C/Net
|
Chipmaker Cyrix is teaming up with two
other companies to offer a network computer system design
for under $200, as the National Semiconductor subsidiary
continues trying to enter the corporate market While
the price of some new PCs have now been pushed to under
$700, Cyrix, M-Systems, and Bcom will offer PC vendors a
network computer specification that costs substantially
less. The blueprint will address both the home and
business markets.
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| Today's Related Stories |
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June 3, 1998
The Register
|
The US Federal Trading Commission is
likely to decide to bring antitrust charges against Intel
next week, following a recommendation to this effect by
FTC investigators. This recommendation will be placed
before the five FTC commissioners, and although Intel is
said to be lobbying intensively, it seems unlikely that
they'll overrule their staff. The case to be brought
initially will be relatively restricted, but broader and
longer term FTC investigations continue, so Intel may
well face more extensive action some months down the
line. At the moment however the FTC is focussing tightly
on the issue of Intel withholding technical information
from three customers with whom it had legal disputes.
This happened to Digital last year, and although that
action was settled out of court, the FTC has continued to
follow up on Digital's complaints.
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By PC Week Online Staff
June 2, 1998
PC Week Online
|
The top litigator for the U.S. Federal
Trade Commission has recommended that the commission file
suit against Intel Corp. for alleged antitrust
violations, according to published reports. Tuesday's
edition of The Washington Post, citing sources close to
the case, reports that the recommendation by William
Baer, director of the FTC's bureau of competition,
"virtually ensures" that the agency will sue
Intel in an antitrust case.
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By Reuters
June 2, 1998
Techweb
|
The Federal Trade Commission's top
litigator has recommended the commission sue Intel for
alleged antitrust violations, sources familiar with the
case said Tuesday. The recommendation by William Baer,
the FTC's director of the Bureau of Competition, opens
the way for an antitrust suit against the world's largest
chip maker, sources told Reuters.
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| June 2, 1998 |
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By Gabrielle Jonas
June 1, 1998
TechInvestor
|
Investors spooked by the delay of
Intel's next-generation chip dumped technology stocks in
droves Monday, sending the Nasdaq Composite lower, while
the broader market gained slightly. The Nasdaq lost
32.04 to 1746.83, but the Dow Jones Industrial Average
closed up 22.42 to 8922.37.
Investors drove Intel [INTC] shares down 3 7/16 to 68
after the company said it is delaying production of the
Merced chip by at least six months. Monday, BT Alex.
Brown downgraded Intel to market perform from buy, and
Cowen cut the shares to neutral from long-term buy.
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June 2, 1998
The Register
|
Intel's stock fell in response to news
that the next generation Merced processor hadbeen delayed
by at least six months, but analysts have already largely
discounted Merced as a major factor in Intel's revenues
for the next few years. Items of more immediate concern
are the company's difficulties against low-end
competitors, and the likelihood of FTC action against it.
The delay puts production volumes back to the middle
of 2000, and hasn't been entirely unexpected (it was
predicted in The Register last year), and although it may
appear to inconvenience some companies, it's at least as
likely to give them breathing space to complete their
development.
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By Mark Hachman
June 1, 1998
Electronic Buyer's News
|
Stung by criticism that its
microprocessors fail to deliver sufficient multimedia
performance, Advanced Micro Devices Inc. has answered
with a 3D-enhanced version of its K6 microprocessor. The
K6-2, once known as the K6 3D, is an enhanced 0.25-micron
version of the company’s flagship K6 microprocessor
plus 3DNow!, AMD’s proprietary instructions for
accelerating lighting and geometry calculations in games.
AMD executives announced the chip last week at
Electronic Entertainment Expo in Atlanta, which has
rapidly evolved into the Comdex of the video-game and
3D-chip industry. The announcement was backed by IBM
Corp. and a host of second- and third-tier OEMs that will
use the new chip.
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Fast
Flipper
IBMs new 6x86MX processor
By Andreas Stiller
November 1998
c't Magazine
|
Big Blue is launching the next stage of
the proven 'M2' engine - new technologies and
optimizations pose quite a challenge for Intels
Pentium-II-300. Even though IBM remains a partnership
with Cyrix - they meanwhile go their different ways, not
only as far as the name is concerned, but also in some
manufacturing details. While Cyrix mother National
already introduced a PR300 version of the M-II a few
weeks ago - still in classic 0,35-µm technology and with
a clock of only 233 MHz (66 MHz x 3,5) - IBM is a few
steps ahead.Their PR333 processor - still named 6x86MX -
runs at 250 MHz and is manufactured in a new process
technology that lies somewhere between 0,35 µm and 0,25
µm. The external bus is restricted to 83,3 MHz, faster
versions would not make sense at this time, because
boards and chip sets are not ready for 100 MHz yet,
neither with VIAs MVP3 nor with Aladdin V from Acer Labs.
But current boards are very capable of handling 83 MHz -
enough reason for IBM to rely on that. Of course IBM is
also offering a PR300 version (225 MHz = 3 x 75 MHz).
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By Georg Schnurer
November 1998
c't Magazine
|
Counterfeit Intel processors and the
inaction of the market leader have almost become the
norm. Effective means of protection against this kind of
fraud remains out of reach. Intel advises its anxious
customers to buy the "Pentium II in a Box" with
its certificate of authenticity. Yet it has been proven
that even these can be counterfeit. The act of
purchasing a Pentium II processor can increasingly be
compared to playing the lottery. The imitations are
becoming more exact and harder to identify, even for
experts. Those looking to protect themselves from this
misfortune opted for the somewhat more expensive
"Pentium II in a box", a special unit which
Intel created for retail trade. A shrink-wrapped
processor with mounted cooling unit and fan, as well as a
certificate of authenticity, are found inside a cardboard
box with a hologram. A hologram with a serial number on
the fan promises additional security.
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By Michael Kanellos
June 1, 1998
C/Net
|
Cyrix has landed a deal to provide
microprocessors to terminal vendor Wyse, an
alliance which marks Cyrix's entry into corporate
computing.The deal likely marks the first in a series
of upcoming announcements between terminal vendors and
makers of processors based around the Intel, or X86,
architecture. Until now, terminal vendors have mostly
relied on RISC-based processors.
|
See
Today's Related Stories |
| Updated Stories |
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By Michael Kanellos
June 1, 1998
C/Net
|
Merced, the next-generation processor
from Intel, will be delayed about six months, a blow to
workstation and server makers such as Hewlett-Packard
that are betting heavily on the chip. The delay is a
result of manufacturing problems rather than a problem
with the 64-bit chip's design, Intel announced Friday.
With the delay, the release of Merced will not occur
until 2000. Originally, the chip was scheduled to appear
in late 1999.
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| Today's Related Stories |
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By Eric C. Fleming
June 1, 1998
ZD Inter@ctive Investor
|
Merced was seen by the company and
analysts to be a new engine of growth for the company
that has foundered in recent quarters as PC makers clamor
for cheaper chips for low-cost computers. Months after
the sub-$1000 PC demand had bloomed, Intel countered
competitors' cheaper chips, such as Advanced Micro
Devices Inc.'s (AMD) K6, with its own low-cost chip,
Celeron. Merced plans to take on the server market,
dominated by Sun Microsystems Inc. (SUNW). Shares of Sun
(SUNW) gained 1 13/16 to 41 7/8 after Morgan Stanley
upped the company to a "strong buy" from
"outperform." The Merced delay should help Sun
defend its turf. |
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June 2, 1998
The Register
|
NatSemi-owned Cyrix has made a major
breakthrough in the thin client market, announcing this
week a deal with Wyse for the production of a million
units over the next three years. The two companies are to
work together to design a low-cost Windows-Based Terminal
using Cyrix's MediaGX, the processor aimed at low-cost
markets by the company, and the basis of its
NatSemi-backed system on a chip project. |
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| June 1, 1998 |
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By Craig Matsumoto and Brian Fuller
June 1, 1998
EE Times
|
Intel Corp. said today it has pushed
back the production schedule of its Merced processor to
mid-2000 from 1999. The company did not give any
precise reasons for the slip but some industry sources
suggested that verification-a bugaboo for earlier
advanced logic designs from the likes of Intel and
Advanced Micro Devices Inc.-could play a role. Intel, in
an announcement after the close of the stock market
Friday, made the news public and said it had notified
customers of the delay.
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See
Today's Related Stories |
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By Mary Jo Foley
May 29, 1998
Sm@rt Reseller
|
Intel Corp.'s acknowledgment Friday that
its 64-bit Merced processor won't be commercially
available until mid-2000 doesn't give Microsoft Corp. --
one of the main providers of an operating system tailored
for the chip -- much additional breathing room. Microsoft's
plan is to stay the course. Under the direction of NT
chief architect David Cutler, Microsoft will continue to
develop its 64-bit NT release in parallel with its 32-bit
NT 5.0 implementation.
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By Lisa DiCarlo
May 29, 1998
PC Week Online
|
Intel Corp.'s acknowledgment today that
its first 64-bit processor, code-named Merced, will be
delayed by approximately six months comes at a
particularly inopportune time for the chip giant, which
is bracing for a possible antitrust lawsuit from the
Federal Trade Commission. FTC attorneys have been
investigating Intel's business practices since September
1997 and are reportedly compiling a case to present to
FTC commissioners, who will shortly vote on whether to
file suit against the Santa Clara, Calif., company.
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By Lisa DiCarlo
May 30, 1998
PC Week Online
|
As first reported by PC Week Online,
Intel Corp. Friday afternoon officially acknowledged a
six-month delay in delivering its first 64-bit processor,
code-named Merced, a decision that sent ripples through
the computer industry. The chip, originally due in late
1999, is now due around mid-2000, the Santa Clara,
Calif., company said in a vague statement.
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By Suzanne Galante
June 1, 1998
C/Net
|
As if an El Niño had hit Wall Street,
the past year has been a long stormy season for Intel's
stockholders. It's not over yet. The chipmaker's stock
continues to fall, dropping to 68.9 in early morning
trading today, a 2.5 percent drop from its close Friday
of 71.4.
During the past 52 weeks, the chip giant's stock has
fluctuated between 70 and 100--most recently lingering in
the low 70s.
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By Ismini Scouras
May 29, 1998
Electronic Buyer's News
|
Intel Corp. last week said it will
continue to cooperate with the Federal Trade Commission,
which, according to published reports, is expected to
file an antitrust suit this week against the chip maker
for abusing its leadership position in the microprocessor
market. The lawsuit will reportedly accuse Intel of
withholding details about its microprocessor intellectual
property from OEMs with which it is currently in patent
and product-related disputes, the reports said.
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By Reuters
May 29, 1998
C/Net
|
The Federal Trade Commission has no
meeting set next week at which it could bring charges
against Intel, although that could change, according to a
recorded FTC telephone message late today. Sources
familiar with the case have said the FTC staff is close
to recommending that the commissioners bring charges that
Intel abused its market power to hurt its rivals. As the
world's biggest semiconductor company, Intel supplies the
chips that run 80 percent of all personal computers.
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By Mary Mosquera
May 30, 1998
TechWeb
|
The Federal Trade Commission may be
building its antitrust case against Intel on quicksand --
using questionable theories that are likely to fall short
on appeal, said a legal expert on Friday. Those
familiar with the FTC's Intel investigation said if the
government acts, it will probably draw from an April
ruling by an Alabama federal district court in a case
brought by workstation maker Intergraph against the chip
manufacturer.
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May 28, 1998
The Register
|
AMD has finally introduced its K6-2
processor but could only produce two major PC
manufacturers which will support it, today. The
companies which will ship products are IBM and Fujitsu, a
senior AMD
representative said today.
David Somo, director of product marketing for the chip
group at AMD said: "IBM and Fujitsu will introduce
systems and we have many regional partners. All leading
PC manufacturers are evaluating the K6-2."
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By David Lammers
June 1, 1998
EE Times
|
Taking its competitive struggle with
Intel Corp. to the next level, Advanced Micro Devices
Inc. unveiled its K6-2 processor here and at the E3
gamers show in Atlanta this past week, with a new
instruction set, called 3DNow, optimized for 3-D gaming
and digital video and audio. The faster CPU, based on a
0.25-micron process, and the enhanced instruction set are
aimed at the so-called "Christmas build cycle"
for mainstream desktops. The older K6 processor will
compete against the Celeron from Intel and other MPUs in
the low-cost segment of the market.
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By Michael Kanellos
May 29, 1998
C/Net
|
Processor prices will plunge 15 to 20
percent in July as Intel and rival Advanced Micro Devices
make deep cuts, part of an ongoing market share battle
that will lead to more powerful and less expensive PCs. Many
speed grades of both companies' processors are already
selling substantially below posted prices due to a
surplus in the market. In turn, this is leading to strong
discounts on "white box" or house-brand
computers.
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| Today's Related Stories |
|
By Michael Kanellos
May 29, 1998
C/Net
|
Merced, the 64-bit processor from Intel,
will be delayed about six months, a major blow to
workstation and server makers such as Hewlett-Packard
that are betting heavily on the chip. The delay appears
to be the result of a manufacturing problem, rather than
a problem with the chip's design, according to Dean
McCarron, principal analyst at Mercury Research. Intel
has told people that the company "is trying to get a
better handle on the manufacturing process," he
said.
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By Lisa DiCarlo
May 29, 1998
PC Week Online
|
Intel Corp. will announce next week that
its first 64-bit processor, code-named Merced, will be
delayed by about six months to mid-2000. The chip was
originally expected to be delivered in the second half of
1999, but process management issues and possibly
technical problems have pushed back its release,
according to sources.
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