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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: gnuman who wrote (46843)	2/16/1998 10:19:00 AM
From: Joseph Pareti	Read Replies (1) of 186894

I don't have any information on INTEL product mix, how many units shipped in each PII class (apparently there are or will be as many as 16 kinds of PII). How many Covingtons? high-end DEschutes? There is a rule of thumb that a $750 Pentium generates as much as 10x - no pun intended - gross profit as a $150 Pentium. Using stuff like this it might be possible to figure out the next results. Moreover I saw a reference to chip-set units : what is it ? Apparently Andy G. keeps a poster of the 386SL on the wall of his conference room as a reminder of what NOT to do. On the other hand, one wafer contains 211 P-MMX and is worth $125K, whilst the same size of 180MHz Cyrix MediaGX is worth only $8K. Assuming this is a valid statement one should have bare fuctionality on the chip (i.e. no MM, networking stuff). But WHY is this a valid argument? is wafer such a premium commodity even vis-a-vis the value added from additional functionality on-chip ? Moreover, Covington seems to be the way to lock out AMD et al.; the downside is it may have a performance problem. Is it known at this point if MB makers will provide L2 cache on board ? >P55-166 $85 I saw a reference to a 'possible' price as low as $70 planned for the February t.f. Did this ever happen ? Finally, is the sell-off that took INTC from $87 to $83 'again' Kurlak's effect ? If so I really have to go to a shrink to help me figure out how people STILL believe him ... Nevermind if it tanks to $75 I'll load up again. wow that was a long one - as the bishop said to the actress :-)

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