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

To: TomZ who wrote (111211)	9/25/2000 7:08:34 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 186894

Intel is charging $722 for the 850MHz version and $508 for the 800MHz version of these notebook processors. As with the server chips, this is another example of monopoly pricing. The corresponding desktop versions go for approx. $300 and $225 respectively. (Athlons go for $220 and $160) If AMD gets its mobile version of Mustang on the market, these Intel prices will rapidly collapse to NEAR desktop levels. And the mobile Mustang doesn't even have to be as good - only acceptable. This greater than 100% price premium relative to desktop processors is absurd. Once both companies move to .13um, I don't believe battery life will be as big an issue as now. Seems like 10Hr+ battery life should be enough. I also don't think most people will demand 1GHz+ mobile processing. I see this as another area in which Intel is potentially very vulnerable. Any AMD inroad will significantly increase their ASPs while disproportionately lowering Intels. This is another area that Intel must defend at ANY cost. Unless AMD technically can not deliver mobile Mustang, I don't see how Intel can prevent some AMD penetration in this area other than by drastically reducing pricing. THE WATSONYOUTH intel.com