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Technology Stocks : Intel Corporation (INTC)

INTC 39.50

-3.1%

Dec 11 3:59 PM EST

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To: AK2004 who wrote (14058)	3/14/1997 2:23:00 PM
From: Tony Viola	of 186894

Albert, I didn't say a 1000 MHz Merced by the end of '98. 1 GHz probably doesn't hit until 2000 or something. They probably start in '98 or '99 at 600 MHz (been bandied about). Oh well, this is getting to be a pi**ing contest again. Interesting though, that I just came from a meeting where it was discussed whether computer vendors would change from a CPU chip market leader to someone with nowhere near the same track record based on cost. This was not an Intel-AMD based discussion, but was about bigger machines. Anyway, the argument was like: the CPU chip may be, what, a generous 20% of the overall PC cost? A 25% discount on the CPU chip would yield 0.20X 25%, or 5% reduction of overall CPU cost. Why bother with setting up all the testing, etc. infrastructure for 5 percent? Especially when it's a whole new game with Merced coming up in two years or so. BTW, at the meeting, the conclusion was that you don't switch for 5%. Tony

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