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Technology Stocks : Apple Inc.

AAPL 276.27

+1.8%

3:13 PM EST

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To: BillHoo who wrote (22670)	1/20/1999 5:09:00 PM
From: Richard Habib	Read Replies (2) of 213173

Bill, regarding low cost PCs, you don't seem to be up on Intels strategy. The low cost Celeron line is actually undercutting AMD's prices. Emachines for instance uses Celeron in one of their machines at I believe $599. Cyrix chips, not AMD are used in the $399 and $499 models I believe. Intel unlike Apple has a pretty clearly defined high end and low end market. The high end includes servers and branded workstations as well as very high end PCs. These machines use Xeon chips and the high margins offset the lower margins of the Celeron line leaving Intel with essentially flat to slightly rising margins last I looked. If you lay Apple's product line over the Wintel world they fall basically in the low to middle end of the PC market which Intel considers basically in the lower end of it's product line. Although Apple hasn't been hurt by lost cost PCs in this latest resurgence they are probably more vunerable than a Dell which had 100% growth in the branded workstation market last year. Rich

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