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Technology Stocks : Intel Corporation (INTC)

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To: Bill Jackson who wrote (62233)	8/10/1998 5:02:00 PM
From: Paul Engel	Read Replies (2) of 186894

Komrade Billski - Re: "It could be a huge drop in ASP for Intel. It could also kill a lot of AMD sales, esp if very cheap." The Mendocino COULD result in an increase in ASPs - especially as it replaces all the Pentium MMX chips that Intel is phasing out. The Mendocino IS NOT the same as the Pentium II - it is a different design - using a Pentium II Core (Deschutes) with 128K L2 SRAM "grafted" onto the chip. Contrary to your myopic vision, Intel wasn't born yesterday. Intel knows how to position and market the Mendocino and Pentium II and Xeons. ASP's will not be significantly altered. However, I do suspect that unit volume will INCREASE - as the Mendocino and its cousins replace the failing Cyrix MII -PRzyx devices and AMD K6 devices. Intel will be selling the Mendocino with 66 MHz buses - and the on-board 128 K SRAM L2 cache - which should outperform AMD's K6 266 and 300 MHz devices, but still allow Intel's 350 and 400 and 450 MHz Pentium II's to offer higher performance - at a higher price - for those whose needs and/or desires require the best desktop and laptop performance. Re: "Have you missed all the shortage chatter?" You don't read carefully enough. Paul

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