Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.97

-4.1%

10:55 AM EST

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To: Chung Lee who wrote (48340)	2/21/1998 9:26:00 AM
From: Joey Smith	Read Replies (1) of 186894

re:Kurlak, "As the sub-$1,000 computer becomes a bigger part of the PC market, the question you have to ask yourself is how long until Intel's average selling price is $80." I'm am more convinced now that Kurlak is trying to talk the stock down since he has missed the boat (again) and needs to get his clients in before new highs are set. What a ridiculous statement: 1). There is no clear evidence that sub-$1000 will grow in the near future. Seems that this portion of the consumer market has stabilized around 30-40% the past few months. Also, with PII systems now selling $1200-$1700, this sub $1000 segment will shrink in the next few months as users opt to pay a few hundred more to get the "latest PII technology". 2). Intel's overall ASP is probably going up, not down. Sub-1k consumer market represents a small portion of Intel's overall business, and the server/workstation market is increasing at a faster rate. Wait until Slot 2 comes out. We've seen nothing yet. 3). With Covington, Intel will still be able to maintain Intel-like margins in the low-end. Good-bye Socket 7! Kurlak blew it again, imo. joey

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