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

To: Tony Viola who wrote (105155)	7/1/2000 12:16:43 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: 1 GHz CPU chips are a flyspeck... Last spring 450MHZ chips were a flyspeck, then Intel started shipping volume PIIIs at that speed and higher and people were no longer willing to pay much for chips slower than 450. And AMD got creamed. In two months 1GHZ will no longer be a flyspeck. As long as the new stepping performs as expected, Intel will hang in there just fine. But the new stepping has to perform as well as hoped. Be careful about dismissing an inability to produce volume at the current high end. It becomes the mainstream upper middle speed range very quickly in this business, and that speed range produces the majority of revenue, and most of the profits. They could be sandbagging, but Intel continues to hint at hundreds of thousands of 1GHZ processors for this quarter while AMD is talking a million plus. At some point above and below 1GHZ becomes a pretty clear line defining high end and low end PCs. If Intel's performance doesn't better its guidance, it could be in for a rough Q3. For an example of what happens when most of your product falls below the line, just look at what happened to AMD last spring. Dan Note to Elmer: can I call this a "what if we buried you" post as opposed to the "we will bury you" posts I keep complaining about? :-)