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Politics : Formerly About Applied Materials
AMAT 328.51+1.9%Feb 2 3:59 PM EST
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To: semi2000 who wrote (37662)10/3/2000 1:30:22 PM
From: Jacob Snyder  Read Replies (1) of 70976
 
re: Intel's margins:
For a very long time, Intel has been introducing new CPUs, which sell at a much higher price than the last generation. And, over and over, people have paid those higher prices, because the NewestFastestHighestMarginChips from Intel could do things that people wanted to do, and they couldn't do it with the next-best chip. Meanwhile, prices (and margins) for the next-best chip fell very rapidly. It is my opinion, that that pattern, which has held true for a long time, is now changing. No one needs a 1000+MHz Pentium on their PC. The bus speed is still 133MHz. The download time from the internet doesn't improve. These are the limiting factors. Yes, the last 5 times the Market worried about Intel's margins, turned out to be buying opportunities.

JS@it'sdifferentthistimeithink.com
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