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

To: Paul Engel who wrote (108527)	8/27/2000 11:13:02 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: WHy is IBM and Dell selling 1 GHz and 1.13 GHz Pentium III PCs - and Gateway selling 1 GHz Pentium IIIs. The 1.13 is barely sampling, and must be cooled to 62C to operate. The 1.0 must be cooled to 10C below other P3s - and 20C below any Athlon, or it can't be relied upon. I'm not sure whether 866MHZ or 933MHZ is the actual top for P3 - I wouldn't spec a P3 system over 866 for anything but video games, Dell will ship a "business" system as high as 933, IBM, Compaq, etc. limit it to 866. Whether you call it 866 or 933, the latest P3 stepping didn't make it to 1GHZ. Bump up the FSB on a 1GHZ Tbird and most run at 1.15 GHZ easily. You can't do that on a 1GHZ P3 - there is no margin in those systems. "Hitting a wall" isn't a technical term, it's a conclusion. My conclusion is that Intel effectively topped at 933. I've stated why I came to that conclusion. Your name calling indicates that you can't come up with an argument against the message, all you can do is complain about the messenger. If Intel is perceived to be losing the leadership of its core markets, wouldn't a P/E of about 15 be expected? With annual earnings from operations about $1.00 per share and falling, I'd be looking for a stock price around $15. What do you think? Still too high given the anemic growth rate? :-) Dan

To: Paul Engel who wrote (108527)	8/27/2000 11:16:16 AM
From: andreas_wonisch	Read Replies (1) \| Respond to of 186894

WHy is IBM and Dell selling 1 GHz and 1.13 GHz Pentium III PCs IBM isn't selling 1.13 GHz P3s any more -- just look at their homepage, they have pulled it altogether as of Friday. And Dell gives a delivery time >30 days. So there is currently no OEM where you can buy a 1.13 GHz P3s and actually get it. Pricewatch.Com lists a dozen vendors selling 1 GHz Pentium IIIs. First Elmer, now you -- is counting really so difficult? There are nine vendors offering 1 GHz P3s right now. Andreas