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Technology Stocks : Intel Corporation (INTC)
INTC 48.80+5.0%Feb 2 3:59 PM EST

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To: Joey Smith who wrote (23650)6/2/1997 10:18:00 PM
From: AK2004   of 186894
 
Joey
that may be. My point was that intel is not in position to dump p/mmx at lower than amd prices. K6, on another hand, is selling at premium of upto 50% which makes it more expensive than pII. From analysts remarks today I have calculated cost of k6 to be below $80/chip. That is extrimly profitable product.
One analyst estimated thatif amd reaches 5M chips this year it would bring it to $6 EPS at assumed asp of $240 which is way below current k6 retail prices.
Regards
-Albert
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