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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Paul Engel who wrote (89305)10/4/1999 12:28:00 AM
From: Cirruslvr  Read Replies (1) of 186894
 
Paul - RE: "I wouldn't be surprised if Intel gets VERY AGGRESSIVE with Coppermine pricing - for the reasons you mentioned - it is MUCH CHEAPER to produce than current Pentium IIIs."

So when you look at the potential future pricing structure, Intel is becoming more AMD like and AMD is becoming more Intel like.

The K6-2 was much cheaper to produce than the PII.

The "E" will be much cheaper to produce than the current Athlon and not as much, but still cheaper than the .18 Athlon.

Intel countered the K6-2 pricing with higher MHz.

Now we see if AMD can counter "E" pricing with higher MHz, and maybe quantity...

In the words of Dylan - "The times, they are a-changin'."

BTW, it was fun reading your blasting of Mr. Fleckenstein. I was cracking up!
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