Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.53

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2:32 PM EST

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To: Joey Smith who wrote (44621)	1/9/1998 11:06:00 AM
From: Paul Fiondella	Read Replies (1) of 186894

Joey could you expand a bit on the OEM BTO model conversion Also do you have any feelings about what happened to the 25% of production in the last quarter that was going into PII production. Do you feel the market absorbed it? You see if the BTO model were in force then the pressure on Intel would be to produce more 166MHz Pentiums than say 233MHz PII's. If Intel resisted then not wanting to hold inventory of chips they couldn't sell the box makers might shift to a manufacturer of CPU's that could give them the product that matched their sales projections. You also have the price cutting Intel has been doing, making it even tougher to just accept whatever Intel produces.

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