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To: Dan3 who wrote (125758)1/22/2001 8:44:48 AM
From: John A. Stoops  Read Replies (1) | Respond to of 186894
 
Dan,

Dell is warning this morning that they will miss already lowered 4th Quarter Profit estimates.

John



To: Dan3 who wrote (125758)1/22/2001 8:55:06 AM
From: Road Walker  Respond to of 186894
 
Dan,

re: "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!"

That's why I said "ongoing process". And I don't find those P3 prices so shocking, especially with the current lousy demand.

John



To: Dan3 who wrote (125758)1/22/2001 1:13:35 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
Dan, <People are going to get used to associating the Pentium name with sub $1,000 PCs and may balk at paying much more.>

Gee, Dan, the 1 GHz Athlon PC going for under $1000 in Europe never bothered you, did it?

Tenchusatsu