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

To: Tenchusatsu who wrote (104259)	6/8/2000 9:39:00 PM
From: chic_hearne	Read Replies (1) \| Respond to of 186894

Re: You think Thunderbird or Mustang will be able to compete MHz wise with Willamette? Think again. Tench, In AMD's Q1 conference call Sanders said they will keep up with Intel in Mhz, having 1.5 Ghz by the end of the year. So is Sanders lieing or is Intel going to have Willamette over 1.5 Ghz by the end of the year? chic

To: Tenchusatsu who wrote (104259)	6/8/2000 10:56:00 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: You think Thunderbird or Mustang will be able to compete MHz wise with Willamette?.... Depending on process advantage, it might or might not. The point that I was trying to make, though, was that Willamette won't be around in significant numbers until Q1 of 2001 at the soonest. I see a possible very tough quarter or two for INTC towards the end of this year. Are you expecting to see a plentiful supply of systems with Willamettes inside on store shelves this fall? I stop by a Best Buy, or a Circuit City, or a Comp USA every few days to see how things are going. There is zero presence from INTC on the shelves other than in low ASP machines in the retail sector. Nothing. Every time I've looked for many weeks. If it stays like this until volume Willamette sometime in 2001, there will be a couple of weak quarters for INTC. Go to some stores yourself and look around, maybe it's different away from the Chicago area - but don't just look at the ads, see what's on the shelves for people to buy. The effect on earnings of a $50 to $75 ASP drop can be pretty dramatic - just ask AMD, they learned the hard way. Dan