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To: Charles R who wrote (35786)	4/15/2001 12:51:33 AM
From: Dan3	Respond to of 275872

Re: but I am baffled on why Intel wants to collapse the high-end pricing. $200 discount for platform I can understand but sub-$400 price point on the top of the line 1.7G chip is totally puzzling. AMD is selling 1.33GHZ chips that perform as well or better for $215. That AMD chip can be run on an $80 motherboard with 128 meg of RAM that costs $40. Total=$335 The $350 P4 requires a $175 motherboard and $100 worth of RDRAM. Total=$625 Being hobbled by your infrastructure support makes it really tough on a chipmaker. AMD knows all about this.... Regards, Dan

To: Charles R who wrote (35786)	4/15/2001 4:20:36 AM
From: kash johal	Respond to of 275872

CHARLES, The PIV infrastructure issues sure are interesting. My best guess is Intel is gonna throw $$$ at mb,chipset and rambus memory to ensure PIV success. How they do this without devastating margins will be interesting. Or ,maybe they've resigned themselves to even a breakeven quarter in Q2. They always have the excuse of lousy 1-2 quarters and just blame ramp up/transition costs and things will get really sweet at 0.13 micron by year end. Maybe its a story the analysts will buy? It's tough not to see horrible numbers from them for next 3-6 months. regards, Kash