Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: JDN who wrote (67705)	11/2/1998 11:32:00 AM
From: Joseph Pareti	of 186894

>The only ones with the INTC Pentium were >priced VERY MUCH higher. >The only ones with the INTC Pentium were >priced VERY MUCH higher. which goes to prove that ASPs, and consequently GM are stable (gm=52% according to Andy B. ) IMO this defuses Kurlak's main argument that has dragged INTC down over the past several months (did you guys notice that INTC is sort of rallying and the guy is still keeping quiet ...) Someone mentioned the segmentation strategy: Now even if (and that is a big if ) AMD can deliver what they promise there will be a suitable Intel-made killer that will neutralize their effort. I am sure Paul can put more flesh onto the bones as e.g. on sharptooth, k7. (Actually it took me a while to grasp this :-)

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