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Technology Stocks : Intel Corporation (INTC)

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To: Road Walker who wrote (137254)	6/13/2001 2:01:27 AM
From: Paul Engel	Read Replies (1) of 186894

John - re: "The vast majority of the demand was always from the bottom of the performance curve, demand has NEVER been driven from the top. " This point was articulated many years ago by Intel - Andy Grove, I think. The bulk of the CPU revenues came from the "older" generation/speeds that were driven down in cost - and PRICE - and driven UP in Volume. The very high end, high performance "new" CPUS - with HIGH ASPs - didn't contribute substantially to revenue due to the smaller market - and volume - of that market segment. Paul

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