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

To: Road Walker who wrote (101620)	3/26/2000 5:50:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

JF, <I wonder how Timna (sp?) will fit in later this year? At retail, right now you have the lower image brand staking out the higher end (perceived) performance, and the higher image brand working the lower price points. Not the best situation, and I imagine confusing for the consumer.> Can you explain a little further? The purpose of Timna is to further reduce costs by integration. Performance will also improve thanks to the integration (of the memory controller, specifically), but that's a secondary concern. When you say "lower image brand staking out the higher end," what are you specifically referring to? By the way, I can forsee Timna possibly replacing the entire Celeron line in short order, leaving Pentium III to fill the gap between Timna and Willamette. However, I'm not so sure Intel is planning on doing this. Tenchusatsu

To: Road Walker who wrote (101620)	4/3/2000 12:45:00 AM
From: rudedog	Respond to of 186894

John - re: To get a large account, the OEM probably has to offer price protection I realize this is a week after your post, and I have another 300 posts to go before I catch up on Intel... but in the particular case you are talking about, this is CPQ not some nameless OEM. So we don't have to guess at the policy. As a part of its shift to 40% direct by the end of 2000, CPQ began ramping price protection down last summer, and had limited that to 1 week at the end of 1999. The program was due to be phased out entirely by the end of 1Q00 with the exception of some "store within store" locations which are really CPQ stock. Costco does not fall into that category, nor are they one of the retailers who were part of CPQ's previous kiosk or other special retail programs. It would be pretty surprising if CPQ changed their whole retail policy to move a few units through costco.