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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

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Dec 3 3:59 PM EST

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To: Judy Muldawer who wrote (48521)	2/23/1998 8:31:00 AM
From: gnuman	Read Replies (1) of 186894

Joseph Pareti, re; Intel product mix. I think this is the info you wanted. I think the info you wanted is contained in the Intel roadmap charts posted on "Tom's Hardware". It appears that Intel has segmented it's chips by the system resell price. They show two roadmaps, one for biz and one for home, but since the price breaks are the same for both segments you only need to look at one. I've shown the breakout for Q4'98 System Price-----Chip $2k >------------PII/450 $1.5 - 2.0K-----PII/400 $1.2 - 1.5K-----PII/350 $1.0 - 1.2K-----Mendocino/300 $800 - $1.0K--Covington/266 <$800-----------P55C/233 The recommended chip migration from Q1'98 to Q4'98 by system price segment is: PII/300 - PII/450 PII/266 - PII/400 PII/233 - PII/350 P55C/233 - Medocino/300 P55C/200 - Covington/266 P55C/166 - P55C/233 Current pricing according to Lehman Bros. is (1/27/98): PII/300 - $530 PII/266 - $375 PII/233 - $268 P55C/233 - $193 P55C/200 - $$123 P55C/166 - $95 I don't think the chip prices can migrate with the speed enhancements. For example, it's difficult for me to believe that the COG of a $2200 system could support a $530 chip, or even an $1K system using a $193 chip. While the makers are committed to thin margins on the low end machines, they need to maintain healthy margins on their high end offerings.

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