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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: Paul Fiondella who wrote (38562)	11/1/1997 3:29:00 AM
From: Joe NYC	Read Replies (1) of 186894

Paul, They can't sell PII systems for less than a $1000 any time soon. The chips going into those sub $1000 systems are currently in the P133 MMX and K6 200MMX price category. I went to J&R Music World here in NYC and the main sub-$1000 items were Compaq Presarios with: Intel Pentium Classic 200 - $999 + monitor Pentium MMX 166 - $999 + monitor MediaGx 180 - $799 + monitor MediaGX costs less than $100, and I believe Compaq pays $100 - $130 for the Pentium chips. In December or January, MediaGXm comes out (in 200 MHz, maybe 233 MHz), for about the same price as GX. I think Compaq will keep the price at $799 for GXm model Compaq may keep MediaGX (200 - 233 MHz) and drop the price. With the Pentium models, Compaq will probably drop Pentium classic and will have to move to 200 MHz Pentium MMX. Intel will have to sell it for about the same price ($100 to $130) as what they pay for 166 or Compaq will move to AMD K6-200 or 233 with the $999 model. Joe

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