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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

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To: Paul Engel who wrote (55735)	5/18/1998 12:38:00 AM
From: Jeff Fox	Read Replies (4) of 186894

Paul, re: Intel positioning expertise - Katmai, Mendocino, K6-2 I'm getting a kick out of watching the careful encirclement of AMD product. First Celeron is placed "astride" the K6. By astride I mean with a little less integer performance and a little more gaming performance. The result is K6 is positioned against Celeron. AMD is obliged to price 25% less than Celeron to sell it. This keeps AMD ASPs in the dirt... Now K6-2 was intended to beat Katmai head to head - not going to be so. Intel is trapping it with Mendocino while stealing all the 3D thunder with Katmai early sampling. AMD is hard pressed to find software support for their proprietary instructions as most developers would much prefer to code for Katmai. The result - K6-2 will have to sell for 25% less than Mendocino while Katmai is placed atop the PII product line. Nice... Jeff

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