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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%Feb 10 3:59 PM EST
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To: Jimmy Parks who wrote (3868)10/9/1996 3:52:00 PM
From: Reginald Middleton   of 186894
 
>>However, the mainstream transition from
the Pentium to the Pentium Pro hasn't occurred. This is reminescent of the period in
which the 486/DX4 100 had moved to the desktop standard and the Pentium 60/66
was considered the Pentium standard. IMHO the motherboard manufacturers still
haven't caught up to the PPRO's capabilities. We'll see significant Motherboard
changes in the next 9 months that will cause the Pentium Pro to be the mainstream
standard instead of the Pentium 166 or 200 mhz.<<

I would be reticent in taking that assumption to the broker. In a "slash and burn" pricing scheme similar to that used to thwart AMD in the 486 to Pentium transistion, Intel has made the pricing of PPRO and Pentium chips nearly transparent. Anybody shopping for a high end pentium chip or machine, will choose the PPro solution unless they are awaiting MMX technology. If you browse through direct mailing catalogs, or surf the net for vendors with quick inventory and low overhead, you will notice that the Pentium Pro 200mhz/256k chip is less expensive than the Pentium 200mhz chip (at about $699, retail). The difference in the cost of the actual motherboard is negligible and the performance difference on 32 bit aplications is quite significant. AMD and Cyrix currently, and probably in the near term, will not have anything shipping which could match the price performance/performance ratio of the PPro 200.
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