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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Scumbria who wrote (80550)	5/7/1999 10:37:00 AM
From: Process Boy	Read Replies (2) of 186894

Scumbria and thread - " PIII prices are plummeting. Celeron prices are by definition low. PII is dying rapidly." 1) PIII. Gary Ng had what I thought was an interesting take on this. He seems to think by looking at the roadmap that these price cuts were a) planned, and b) May 17th is coming up, i.e., the 550 release. 2) Celeron prices. Yes they are. I believe the strategy here is that the Value PC segment may expand. Also, Intel exec's have repeatedly stated that they are paying close attention to the cost side in this segment. They have also stated they are going to go after this market aggressively. Isn't this a good thing? 3) PII is dying. There is a chance I'm wrong, but I believe that's the plan. So? 4) Intel has predicted that Q2 would be flat to down, which is a normal seasonal outlook. Are you extending this to cover some long term trend? 5) I take it you don't agree with Ashok, Erica, Joe O., and Mark. I take it your a Danny Boy fan. 6) If you are looking at Intel as a trading stock, your outlook is much different than mine. PB

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