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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 (137216)	6/12/2001 4:53:40 PM
From: stak	Read Replies (3) of 186894

Jim , I agree with you that Gigahertz does sell. There are a few individuals who have shelled out for the P4s I know, although I've heard very lukewarm to disappointed comments about the actual performance. Have you heard even one person say that was the best $352 they've spent? Exactly how can one explain a sale of a P4 1.3 - 1.7 GHZ box at this time?!?!? The truth is that P4s haven't sold in anywhere near the volume that Intel needs to have, never mind what they desire to have. If P4s were even a tiny bit close to their projected sales targets, we would not see a debut of the 1.7 at $352. Three five two for the 1.7GHZ intro is a clear admission of the shit hitting the fan as far as P4 sales went . Plus there's a lot of factors stacked up against healthy processor sales in the second half this year. Yes sure a movie editor did actually buy one of the P4s. :P The price premium isn't worth the expense for most . He would have probably been alot happier with a spiffed monitor or a slightly more expensive vidcam. Unfortunately benches have almost no relevance as a reason to buy CPUs now. Having bandwidth is much more important than cpu speed for Mr. and Mrs. America. A quick show of hands out there. Who would give up their Cable or ADSL with a sluggish PIII 500 for a smoking P4 1.7 with a 56K modem? I'd say not enough to maintain historical ASPs. 100 or 200 or even 500 MHZ bumps in speed won't draw the shoppers in droves to the computer store anymore. As with hard drives, a few extra hundred megabytes (or MHZ) is not even noticeable. Sad but true. This is a very major shift in computing history, as was the subzero years ago. Megahertz sold. Gigahurtz don't. It just plain hurtz. Time to rerationalize the whole industry, particularly as far as capacity goes. You might have 200,000,000 apples but if no one wants to buy them you're just gonna have to find a warehouse to store them. Old strategies won't work going forward... stak

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