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

To: semiconeng who wrote (124248)	1/5/2001 2:10:58 AM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Re : "Paul O. is in the business of selling chips, not laptops." If what you say is true, it will scare me as an intel investor. Or perhaps you are just having a hard time admitting that you could be wrong. Maui.

To: semiconeng who wrote (124248)	1/5/2001 5:40:23 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

RE: "I see.... very clearly." ------------------------------------------------ On this point, let's hope you aren't seeing clearly. If your one-data point extrapolation to the entire retail base is correct, this may not bode well for Intel's Q4 earnings (assuming laptop chip margins are thinner than PC desktop chip margins). If your extrapolation is correct, then let's hope Intel hastily pulled out some magic to reduce cogs in the face of (your implied, not Intel implied) unexpectedly sharp, accelerating product shift to laptops. Your post would also imply Paul O's projection on market dynamics was inaccurate. Regards, Amy J

To: semiconeng who wrote (124248)	1/5/2001 8:25:33 AM
From: Dan3	Respond to of 186894

Re: when Athlons started showing up at Best Buy, then Best Buy was hailed by AMDroids as being "A Good Representative Of The Retail Market As A Whole". Best Buy is a good indicator of availability, but availability is only a prerequisite for sales. In the case of Athlon systems, which have always carried some fairly humble price tags, with compelling price/performance ratios, available systems have generally sold. The P4 was a different case, and IMHO, will remain something of a mystery until official numbers come out. Nominal MHZ is terrific, actual performance a matter of some controversy, and system prices are dauntingly high. So what will/did the buying public do? That article was the first indication to date, whether or not it was accurate remains to be seen. But it's the only information we have so far. Dan PS - well there have been some other indications, like the stack of price cut P4s I reported seeing, but what if more systems were produced than predicted? Then that wouldn't be significant. But if fewer systems were produced than the approximately half million predicted...