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

To: Dan3 who wrote (127993)	2/21/2001 10:06:28 AM
From: Amy J	Respond to of 186894

RE: "Intel dumping its current sweetspot CPUs at prices that make them suitable for devices like the iPAQ isn't happy news" I wouldn't perceive it that way. This is Compaq's design decision, not an Intel forced dump (as you had implied). If someone is going to design a Client Appliance, these chips would be reasonable to select, for certain application suites. More likely, the P4 ramp is going faster than you may believe. Your sweetspot could be off. Regards, Amy J

To: Dan3 who wrote (127993)	2/21/2001 12:41:13 PM
From: ericneu	Respond to of 186894

The iPAQ is marketed as an internet appliance, a sort of glorified WebTV for businesses. --- Huh? Compaq markets the iPAQ desktop as the PC for the average business user - the folks who run Microsoft Office all day but don't need a gig of RAM or a GeForce. The iPAQs are inexpensive and take up very little desk space - customers like both of those. - Eric

To: Dan3 who wrote (127993)	2/21/2001 3:15:55 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Blow Hard Dan - re: 'This is ugly news for Intel because it means most of its chips are seeing dramatic drops in their prices and it's ugly news for AMD because AMD competes in this market." I agree it is ugly for AMD - they didn't get the business. But Intel DID get the business - and it is GOOD news for Intel. Just as AMD sells a lot of low cost DooWrongs, Intel sells lower cost Pentium IIIs and Celerons. That is why Intel's ASP is around $180 - since a LOT of their products sell for a LOT MORE than $180. Paul