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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Scumbria who wrote (80181)4/27/1999 11:54:00 AM
From: Burt Masnick  Read Replies (1) of 186894
 
Right now, only AMD has mastered the art of selling MPUs at at an ASP price of well under $100 (even if that was not its intent). Cyrix is in the E-System PCs but it's difficult to tell what is going on there. I believe Intel's ASP was $227 in the last quarter.

I believe that AMD is a high risk investment with at least a 40% probability that it will be sold to a "white knight" within this calendar year. On that basis it might be an interesting speculation except that if it has to sell itself it will probably be in a near-death situation - unlikely to command a premium over open market prices. I am pessimistic about AMD's financial numbers for the next 2 quarters. I believe that the K-7 will get press but thin orders, in part due to their less than stellar delivery history to the box makers in the past. The K-7 on .18 may bring the corpse to life, but that depends on the yields over in Dresden, but I believe that flow does not start until next calender year. At this point it's a stock only necrophiliacs can love.

Incidentally, I was surprised to learn by talking to friends interested in buying a PC that virtually no one knew or understood the differences between various models (PIII/PII/Celeron or K6-2/K6-III/K7). Nada. It ain't like the car market yet where most people know the offerings of the major vendors. All people know now is Intel and, to a lesser degree, AMD. So the K7 may have the impact of the sound of one hand clapping, unless there is a massive ad campaign.

Good investing,
Burt
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