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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

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To: Mary Cluney who wrote (55640)	5/15/1998 10:27:00 PM
From: Francis Chow	Read Replies (1) of 186894

<Where did you read this? Intel has reiterated for the last two or three quarters that their margins will be 50%ish going forward.> Mary I have to agree with Paul. My last news post featured a 200 MHz Pentium MMX for %599. There's no room in a $599 box for a $100 markup on the CPU - there just isn't. Furthermore, a 200 MHz Pentium MMX is the machine I have at work; and I work for a major player in Business Intelligence Software. Sure, as a developer I would like a faster machine, but my boss won't get me one, because he doesn't think I need it. I would like to jump up and down and claim that my boss is being unreasonable, but I really can't - the main bottleneck is not the CPU anyway. For a little more than $1 per meg, I could double or quadruple my main memory and halve my compile times. That's cost effective.

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