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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (88267)	9/14/1999 11:04:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 186894

Paul, 'Intel Corporation has posted a new event to its investor relations calendar: Event: Fall Analyst Meeting (webcast only). Date: 10/28/99 2-4 PM To view Intel Corporation's calendar of events, click on the following link: webevents.broadcast.com Gottfried

To: Paul Engel who wrote (88267)	9/14/1999 11:23:00 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Do you think the MILLIONS of customers are going to stop and wait... No, but once you get past the fastest and second fastest processor, what people are willing to pay gets compressed pretty tightly, as AMD found to its dismay in the beginning of the year. Why pay $600 bucks for the third fastest processor when you can get the fourth fastest for $250 bucks. Nobody wants to pay top dollar for number 3, and very few will, whether it says Intel on it or not. If the fourth fastest also says Intel on it, why not save the $350? You're not getting "the best", either way. I'm not saying Coppermine won't be able to stay up with Athlon in clock speed, just that if it doesn't, Intel isn't home free. It would cost Intel a lot of money. Even if AMD couldn't produce enough quantity to grab much market share, if AMD holds the high ground in performance it will still cost Intel a great deal. Dan

To: Paul Engel who wrote (88267)	9/14/1999 11:29:00 PM
From: Charles R	Read Replies (3) \| Respond to of 186894

<Intel has MILLIONS of CPUs at the HIGH END. Do you think the MILLIONS of customers are going to stop and wait until next year some time to see if AMD has enough Athlon's to go around ?> The top 2 speed grades in the CPU biz are about 20% of the CPU market and falling. AMD has the capacity to mop up most of that today! Now, we all know that is not going to happen until after Q4. <In case you hadn't noticed, a 600 MHz Pentium /// is infinitley faster than a 650 MHz Athlon that either can't be obtained or can't be plugged into a motherboard. Hint: AVAILABILITY SELLS (Engel's Law) - Promises DON'T Sell.> No kidding! If you look at the free fall of PIII ASP, it is clear that Intel management seem to think that there is enough availability of Athlons at the OEM level. May be you are referring to the CuMine or Wilamette, in which case you are right. Can't sell those yet.