SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 35.55-1.1%1:43 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mary Cluney who wrote (36143)10/15/1997 11:30:00 PM
From: Paul Fiondella   of 186894
 
What I'm trying to point out is that 40% of the PC market is sub $1000

computers. This is a significant segment of the market. I didn't make this fact up. Its reality for the chip makers. See today's Wall Street Journal.

Intel has a serious problem with chip dumping of CPU's (right now mostly 166MHZ) and no strategy to deal with the glut of 166 to 233 MHZ that is and will hit the market.

They banked on the Pentium II, I believe up to 25% of manufacturing capacity on the trade up theory and business sees no reason to buy it. They banked on $2500 computers and the growth market is the under $1000 PC. They have a serious problem. Why do you think the megabucks are going into advertising?

Every computer professional knows you don't need more than a 133MHZ CPU for Win95 for the average PC application. Soon you will get a 233MHZ complete computer minus monitor for less than $1000.

Get it now?

AMD owned 30% of the market back when it was a 486 transitioning to Pentium market. Both Cyrix and AMD, especially AMD, know how to sell in the low end of the market. Only production problems are holding AMD back. By late Q1 there will be a glut of high end fast CPU's that are will be very cheap to put in boxes at the low end.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News