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Politics : Ask Michael Burke

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To: gbh who wrote (50699)	3/8/1999 5:33:00 PM
From: Earlie	Read Replies (3) of 132070

GBH: The Celeron is not a better chip than the K6 and the K6 is cheaper. Note that several Intel "loyalists" have already jumped ship. The problem is an industry-wide GLUT. It is well known that the Celeron is the P2 in a new tee shirt, with cache in its hip pocket. This is not the stuff of which market share is "retaken". Cannibalizing of higher level products rarely works, and this little sleight-of-hand isn't cutting it. So let's summarize. Intel is essentially a one-trick pony,...micros. Micros sell only to box-builders but boxes are in glut. Intel built a bunch more micros last quarter than were sold through to end users, so there's plenty of INTC micros looking for a permanent home. AMD, the low cost supplier can't sell their production,.....what does this say about INTC's ability to sell their micros? What does it say about the saturation level in the field? Now we know that the P3 is, as I had warned, a big "yawn" in the marketplace. So what to do now Intel? I know what market players should do,......get the heck out of the way as this storm breaks. Falling sales from a worshipped "church stock" will unleash plenty of fall-out. Or buy puts. (g) Best, Earlie

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