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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: John Hansen who wrote (43580)	1/2/1998 12:21:00 PM
From: gnuman	Read Replies (2) of 186894

Hi, John. Glad to see you participating on this thread. So, what's the new definition of PII? While Intel may be 100% PII by the end of the year, is there a new definition or segmentation of what PII is ? Mike Aymar has indicated that Intel is seriously considering repackaging the PII for the low end of the market. Sounds like a more traditional Ceramic/Plastic chip for the mother board. To me, PII is synonymous with Slot 1. So we have the expectation that Intel has two versions of PII. Can they really call the new version PII? Also, I think this is a clear indication that PII in Slot 1 can't compete in the low end of the market. I think this repackaging is also required for Intel to enter the NC and Set-top markets. These are true commodity products with very low margins. But the markets are potentially large, so I guess Intel can't ignore them. IMO, Intel is rethinking it's long term strategy. It will probably result in much lower margins, but should result in significant increases in revenues and earnings. And that's not all bad! The question is, what happens this year? Gene

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