John Fowler: re<Evidence of 1)price cuts, 2)poor product mix>
1)You said "price cuts were anticipated when Intel gave guidance..."
Intel has surprised PC vendors by telling them it is to cut processor pricing early in the new year, about three weeks before the
expected date, according to sources.
The cuts could kick in as early as January 9, according to one PC
vendor who requested anonymity.
Intel declined to comment.
www1.zdnet.com
BTW, this scoop by zdnet.com/uk has not been picked up by Dow Jones or Reuters yet, so, even at 71 13/16, its not factored into the price.
2)You also said
I'm not sure where you are getting your information about bad product mix, can you give me a reliable reference that has visibility to Intel product mix?
How about this:
Product......Intel Wholesale Price..Pricewatch, 4 lowest retail prices
P2-300.....................738............714,714,715,719
P2-266.....................530............474,475,476,485
P2-233.....................401............348,349,350,354
P55C-166(MMX)......112............120,121,122,122
Notice that the products that Intel wants people to buy are selling in quantity 1 retail BELOW the Intel wholesale price. These dealers are probably buying these Pentium II's from computer manufactures who recognize that they can't sell as many Pentium II's as they thought they could.
OTOH, the lowly 166 MMX chip is commanding a premium price.
BTW, this situation (retail prices below wholesale price) did not exist three months ago.
Petz |
