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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Shahen Petrosian who wrote (51867)4/1/1998 10:52:00 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Shahen,
RE: "

What happens to AMD if Intel decides to slap some L2 cache on
the Celeron to compete better against the K6 in the sub zero
sector? With 400+ Mhz chips being announced this month the
price of the lower end chips such as Celeron is bound to drop.
Don't you think Intel can get away with doing this and
maintaining margins as the higher end chips hit the market?

Earth to Shahen, If they do that the cannibalize the Pentium II...and cut margins.

Jim
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