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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

+0.2%

Nov 25 3:59 PM EST

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To: Dan3 who wrote (86879)	8/14/1999 1:54:00 PM
From: Charles R	Read Replies (1) of 186894

Dan, <Everything shows up first in Akihabara. Remember this link: theregister.co.uk from your fan Mike at the Register that showed pictures of the Pentium 600 for sale in Akihabara when there had never been a mention of one from Intel?> Akihabara is seen to be believed. I was sceptical about the press reports and what my Japanese friends until I saw it for myself. In any case, note the PIII price curves in the register article and compare it with PIII pricing right now - this is before the rumored price cut that is expected to happen in a couple of weeks. Given where the ASPs are today it is unlikely that Intel is going to make this quarter unless they stuff the channel and/or steal some business from Q4. Looks like Dan Niles may be on the mark - again. Chuck

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