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

To: Road Walker who wrote (125756)	1/22/2001 8:38:07 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: Do you think the lower costs could be a part of the ongoing process of moving the P4 into the mainstream? Certainly it is a part of the process, but Intel is forecasting sales of a million P4s this quarter. If they were to more than double that number (which I think is possible) it would mean that Intel expects their mainstream or nearly mainstream processor to account for only 6% to 8% of industry sales in a quarter - and I doubt that's the case! In this morning's paper, Gateway is advertising a Pentium III 933MHZ system, including monitor but without a printer for $899. A system a half step below the fastest Pentium III shipping for $899 - no rebates required. It looks like the dogs of war have been unleashed. I'm a little surprised Intel didn't start calling all the PIII's, Celeron IIIs, or something. People are going to get used to associating the Pentium name with sub $1,000 PCs and may balk at paying much more. The P4 logo is substantially different from the PIII logo, and that will help. Even AMD, world's worst semi marketing company 25 years in a row, has been more careful about differentiating its Athlon brand from its Duron brand. Dan