SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 37.83-4.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (50454)3/11/1998 1:33:00 PM
From: Jim Patterson  Read Replies (2) of 186894
 
re: You haven't figured out the big picture.

Paul,
If Cel-ur-long..er..I mean Celeron, is 15% slower than a P 233 MMX,
(As the Report I read indicated),Then the chip will have to be priced that way.
Add in the Extra cost of the Slot 1 motherB, and @ $150,
the $100 P-233 MMX is a steal. Forget AMD, INTC will have demand from their customers for old P55c chips.
If they stop making the P mmx chips, then AMD will have more demand than they can supply, Like they don't all ready have that problem.

I think there is a posibility that INTC may relaize very low net margins on Celurlong because of the added Slot 1 cost.

BTW, Slot 1 is not going to PC100, they will call that Slot 2.

Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext