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Technology Stocks : AMD/INTC/RMBS et ALL
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To: grok who wrote (68)9/18/1999 2:16:00 PM
From: Charles R  Read Replies (1) of 271
 
<If something goes wrong and there are problems due to poor availability, poor performance, poor pricing, etc the collapse can be devastatingly fast and deep since there is no true merit holding up that $2B mkt cap. >

The problem I see, in addition to the things that you state, is the impact of collapsing PIII/CuMine ASPs on system configuration. I think we are at a time in the industry where it is entirely possible that Intel will not have a CPU at the top one or two speed grades (if not more). If Intel's highend CPU's get introduced at $400 range (that would be very generous if they do not ship the top 1 or 2 speed grades) instead of the customary $600 or $800 range, is there a place for an expensive memory subsystem?

OF course there are other markets such as graphics but the market cap is based on penetrating a large percent of the PC market.
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