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

To: Joe NYC who wrote (132975)	4/19/2001 4:28:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Joe, <I think the power consumption in 20s is fine, low 20s not a problem for full size laptops. The current mobile Durons are far from ideal mobile processors, yet, they are competitive.> Competitive with what? If your power consumption goes up seven watts just to get another 100 MHz of performance, is that "competitive"? What's an extra 100 MHz worth to you? An hour of less battery life? Let's take a step back from the usual Intel-AMD war. What are you personally looking for in a laptop? Me, if I were to buy a laptop today, I'd want the best performance and the most features available in the price range I'm looking at. Battery life and unplugged performance is not much of an issue for me, because I figure I'd be running this laptop 99% of the time plugged-in. How about you? Tenchusatsu

To: Joe NYC who wrote (132975)	4/19/2001 10:29:33 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 186894

Another thing that I find interesting is that AMD investors think that mobile parts will increase AMD's ASP. I don't think it will happen. All that will happen is that Intel's ASP will move from $722 for the current high end mobile part to < $300 at the end of the year, together with a huge price drop of mobile ASP, 20 to 50% drop, probably up to $3 billion off the annual Intel revenue, or about 10% drop in the overall revenue. I think AMD's penetration into the mobile market will be modest at first. But, even a 10% penetration in the next year will kill off any growth in that area for Intel. Also, as you mentioned, those outrageously high mobile chip prices will be a thing of the past. This will put a world of hurt on Intel. AMD clearly knows this as they now seem to be particularly targeting that area. At this point in time, Intel has no choice but to lower prices substantially and hope that .13um Tulatin is a superior solution. One would think it would be relative to the .18um AMD mobile Palomino, but AMD apparently thinks otherwise. I guess we will see very soon. THE WATSONYOUTH