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To: kash johal who wrote (13880)	10/13/2000 11:17:25 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Selling PIV's at $300 is the equivalent to selling P3's at $100. (based on die sizes) Intel will destroy their ASPs at those prices. Of course, no one is going to want the socket-423 PIVs, considering the dead upgrade path to the Northwood, 478-pin version, due out midyear, which is the version that gets new chipset support. And what 3rd party will supply chipsets for the 423-pin 6-month-til EOL version? None of them. If Intel executes on this strategy, they might preserve marketshare, but at the expensive of slicing their revenues by 40%. That's not going to make wallstreet happy. Better to cede some marketshare to capacity-constrained AMD in hopes of catching up later in the year. Doug

To: kash johal who wrote (13880)	10/14/2000 1:08:01 AM
From: Bill Jackson	Respond to of 275872

Kash, You are quite right. the numerous small screwdriver shops actually buy most of their parts on the spot market and can pay 50% more than OEMs, like CPQ or Dell. In addition CPQ and dell etc get OEM windows at 50% less than the SD shops. If it was not for this the small SD shops would totally route Dell and CPQ as all other subsystems like hard drives, cases, power supplies, memory etc are commodities and the OEMs pay about the same as the larger SD shops. Bill