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To: Dan3 who wrote (63296)	12/22/2000 11:13:41 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Dan: Intel has a business model that is based upon $200 ASPs and they are facing a competitor who's business model is based upon $100 ASPs. Intel has to be very, very, very, careful about letting the perceived value of its mid range and high end processors drop. Excellent detailed analysis. Two quick questions. - Do you apply your semiconductor pricing analysis for your occupation or strictly for personal investment research. - Can you predict the future as good as you analyze past Intel performance. I see the 3 driving factors to a successful P4 rollout. - Intel paranoia to stay on top of semiconductor heap. - Samsung being able to make money on RDRAM and only being able to lose on PC133. - Intel's relentless marketing Happy holidays john