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

To: Jim McMannis who wrote (109514)	9/8/2000 4:07:57 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Jim, how believable do you think those P4 prices are? I mean, no word from the company that sells them yet (Intel). Tony

To: Jim McMannis who wrote (109514)	9/8/2000 4:27:28 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "No 1.3 Ghz Willy, more proof about Willys IPC being much less than P3" Always able to find the worst possible interpretation aren't you Jim. Most others would be happy the binsplit is so high. EP

To: Jim McMannis who wrote (109514)	9/8/2000 6:33:35 PM
From: Windsock	Read Replies (1) \| Respond to of 186894

Jim - Re"No 1.3 Ghz Willy, more proof about Willys IPC being much less than P3." Your forgot the part that one application runs 70% faster on a 1.5 Gig P4 than on a 1 GIG P3. That looks like a performance increase beyond the Mhz increase to me. Of course the application uses the new technology introduced in the P4. And you and the 'Droids think that new technology introduced by Intel should never be considered in a performance evaluation.

To: Jim McMannis who wrote (109514)	9/8/2000 11:51:28 PM
From: Dan3	Respond to of 186894

Re:Since when did high yields ever keep Intel from charging high prices? Something isn't right here...if that article is true. 1.4-1.5 Ghz parts should be $800 and $1000 respectively. Your prices are right on the mark, maybe even a little low, if you figure in platform costs. Right now Thunderbird sells for about $50 less than PIII (in the speed ranges where Intel can compete, sub 900MHZ) but Thunderbird motherboards are about $50 more expensive right now, so the price of systems based on either chip are about the same (sub 900MHZ). Motherboards for P4 will cost $100 more than PIII and dual RDRAM sticks will add another $100 or so. The case requirements, especially at low volume, will add another $25 to $50 to system cost. Systems in this price range may need 256 meg of RAM to be competitive by this fall, so the Rambus premium may be, on average, closer to $150 or $200. So Intel has to subtract $250 to $350 from what it would normally charge to price the chips for a given market segment. So that $700 and $800 is really $950 and $1,150 when compared to other chip prices - right where you were expecting it to be. Regards, Dan