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

To: Paul Engel who wrote (89305)	10/3/1999 12:49:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"In fact, Intel may use the Coppeermine to blast away AMD's AthFlop pricing structure"... AND possibly blast away Intels profit structure.

To: Paul Engel who wrote (89305)	10/3/1999 9:51:00 PM
From: Charles R	Read Replies (2) \| Respond to of 186894

<I wouldn't be surprised if Intel gets VERY AGGRESSIVE with Coppermine pricing - > I would be surprised if they don't - pricing is tough if you are not king of the hill. The alternative is to cede market share. <In fact, Intel may use the Coppeermine to blast away AMD's AthFlop pricing structure.> This means Intel would have to take a lead on the MHz front. With AMD shipping 700 MHz (min) with their hybrid 0.25/0.18 process, and rumored to ship 750/800 around CuMine launch on the same process, you may not have much of a prayer - especially with AMD's 0.18 right around the corner.

To: Paul Engel who wrote (89305)	10/4/1999 12:28:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Paul - RE: "I wouldn't be surprised if Intel gets VERY AGGRESSIVE with Coppermine pricing - for the reasons you mentioned - it is MUCH CHEAPER to produce than current Pentium IIIs." So when you look at the potential future pricing structure, Intel is becoming more AMD like and AMD is becoming more Intel like. The K6-2 was much cheaper to produce than the PII. The "E" will be much cheaper to produce than the current Athlon and not as much, but still cheaper than the .18 Athlon. Intel countered the K6-2 pricing with higher MHz. Now we see if AMD can counter "E" pricing with higher MHz, and maybe quantity... In the words of Dylan - "The times, they are a-changin'." BTW, it was fun reading your blasting of Mr. Fleckenstein. I was cracking up!