INTEL SUPPORT GROUP - the sky is falling!!!! Message Board

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Technology Stocks : INTEL SUPPORT GROUP - the sky is falling!!!!

INTC 37.04

-6.2%

Nov 4 3:59 PM EST

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To: PAUL RUBIN who wrote (99)	3/15/1997 8:58:00 PM
From: RayW	of 248

Paul, Intel lost and will lose 7 major technology contests during this year. techstocks.com Intel has dropped the Pentium prices deeper than they planned. In order to get Acer Basic II business, Pentium 120Mhz has been sold much lower than $100 now. Pentium-120 has almost exactly the same production cost of Pentium MMX-200. Another report said that Intel will use Pentium II 200Mhz for sub-$1,000 NetPC. If it's true, what ASP for Intel CPUs after Q3? Do you really believe that Intel margin could maintain at 50% after these price cuts? The technology loser has no way but to cut price! It would hurt earring and hurt its stock price.

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