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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: Dan3 who wrote (88295)	9/15/1999 12:52:00 AM
From: Paul Engel	Read Replies (1) of 186894

Dan - Re: "which seems to imply that it will make no difference to Intel if AMD only can ship a million processors or so by the end of the year" If AMD ships a million K7's, you gotta realize 70 to 80% of them will be BELOW 600 MHZ ! And I have already heard AMD is selling 500 and 550 MHz AThlons for $80 to $90 each ! Can you believe THAT ????? $80 - $90 ATHLONS !!!! Below AMD's COSTS - with that WHOMPING DIE SIZE And sub-contracted SLot A ASSEMBLY ! Whew - and well below the $100/CPU ASP target price ! Paul

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