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

To: Tony Viola who wrote (108173)	8/23/2000 8:02:57 PM
From: Jim McMannis	Respond to of 186894

Tony, If AMD is binning well at 1 Ghz AND production is doubling I'd say AMD might be wise to sell 1 Ghz chips for $500... 1.1s and 1.2s will carry the typically higher prices. Sounds like you are assuming the Athlon speed bins the same as the Coppermine. AMD is just going after more market share...as long as they have favorable speed bins then it won't hurt their ASPs... Jim

To: Tony Viola who wrote (108173)	8/23/2000 8:19:34 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<If I were a stockholder, I'd be pissed and worried at the same time. > Tony Velveeta, You got this one right. You are an Intel shareholder and you should be pissed and worried at the same time that 1GHz Tbirds are outshipping GigaMines 12:1 at half the price. Mustang with 1MB on-die L2 has die size mucho smaller than a P4 with 256K L2. Get ready for some serious spanking bud. Kap

To: Tony Viola who wrote (108173)	8/23/2000 8:36:35 PM
From: andreas_wonisch	Respond to of 186894

Tony, Re: There is nobody in the world cutting electronic component prices at all right now besides AMD Why are you going over the AMD price cuts over and over again but are ignoring Intel ones? It's official for weeks now that Intel will slash their price up to 35% on August, 27th (even Intel spokespersons confirm this). If you don't believe me, bookmark this post and just wait four days. Actually, the new 1.0 Ghz Xeons are already selling for ca. $700, this is 30% less than the 1.0 Ghz Coppermines. Aren't the Xeons supposed to be high margin parts? So why is Intel selling them for a 30% discount? Does this make any sense to you in a capacity constrained market? While AMD is adding new speed-grades Intel slashes its prices apparently with no reason. This would concern me if I were an Intel shareholder. Andreas yahoo.cnet.com "The new Xeons cost $719 in quantities of 1,000, spokesman Otto Pipjker said."

To: Tony Viola who wrote (108173)	8/24/2000 10:33:46 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Tony - RE: "Where's the winky-face Jim? I just looked on Pricewatch, and most of the 1 GHz AMD chips are in the 4s and 5s (hundreds). Weren't they up around a grand before? There is nobody in the world cutting electronic component prices at all right now besides AMD, much less letting the bottom fall out of them. If I were a stockholder, I'd be pissed and worried at the same time. The first is because it's taking revenue and profit off the table, which would affect my stock price; the second because I couldn't sleep wondering what they're doing." Just curious, did Jim's and Andreas's reply to you change the way you view the price cuts, or do you still see things the same way?