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Technology Stocks : Intel Corporation (INTC)
INTC 36.91-1.1%Dec 31 3:59 PM EST
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To: Jim McMannis who wrote (137193)6/12/2001 12:43:12 PM
From: stak  Read Replies (2) of 186894
 
PIII has been whipped in the desktop for some time, but I believe that the story will be very different in the mobile and server markets for the PIII(tualatin). Intel doesn't need the Gigahertz right now to make sales. This is one of the greatest red herrings on these threads these days. In fact even if Intel had 3 Gigahertz beasts out there now. It still wouldn't be selling in the volume that they need to keep ASPs in the traditional price points.

The one point seven Gigahertz debuted at three five two. That number has to scare all investors! Not only Intel investors. When Intel bleeds the other tech will also feel the pain. Even when the demand begins to pickup, the days of processors debuting at $1,000 price points is over.

I'm surprised at the analysts still talking of Mhz. We've been in the Gigahertz world for an eternity in internet time.
It's time for them to wake up and smell the coffee.
Gigahertz doesn't sell. Gigahertz doesn't sell. Gigahertz doesn't sell.
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