Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.26

-0.7%

Feb 5 3:59 PM EST

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To: Harry Landsiedel who wrote (5070)	11/11/1996 12:05:00 AM
From: Tiley	of 186894

Harry, Its safe to say that along with price cuts on the low end (making it less profitable for AMD and Cyrix to sell their chips into this segment), we're going to see the introduction of higher frequency parts (233, 266 and 300MHz) for Pentium Pros (Klamath), higher frequency parts for the notebook market (Pentium 200), along with Pentium-MMx. The newer parts will of course carry a higher price tag. Along with it, it is also safe to assume better yields at the higher frequencies. So the margins should be fairly stable with one caveat - Intro of viable high performance alternatives from competitors - But that will show up only in the second half of next year at the earliest, if at all. Best Wishes, MJ

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