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Technology Stocks : Intel Corporation (INTC)
INTC 36.52-2.0%1:03 PM EST
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To: Joey Smith who wrote (63350)8/25/1998 12:45:00 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Joey,
RE:"If Celeron replaces Pentium MMX chips (and the rest of the
product mix is held constant), Intel's ASPs will go up."

You used two "ifs". First of all, the Celeron A has to cost nearly twice what Intel could be making Pentium MMXs for, so even if ASPs rise, I doubt margins will.
Secondly, what happens to Intels ASPs when the Celeron A cannibalizes the heck out of the Pentium II? Margins?
Granted, if Intel can pull off their proposed marketing segmentation mumbo jumbo they will be OK...but as I type the real truth about the speed of the Celeron A vs the Pentium II is spreading like wildfire over the internet to millions of educated would-be computer buyers.
These are very uncertain times for Intels marketing mumbo jumbo.
How long can Intel keep this dirty little secret?

Jim
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