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To: Dan3 who wrote (140072)	7/25/2001 11:08:33 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Dan,<<<If they sell 1.5 million of these a quarter, their quarterly profits will take a hit of $1.35 Billion from this pricing change.>>> How could this be? According to pgerasi, the entire server cpu market (high-end, mid-tier, low-end from all - HWP, SUNW, IBM, et al) is only $1B annually or less than 2 percent of a $50B dollar annual server hardware market that goes mostly to manufacturers of Disk Drives, Dram, other hardware manufacturers and so on. You two really spend a lot of your time producing such irrational posts. The funny thing is, I think quite a number of people get information from the two of you and pass it on to others. You know, like those people that appear on cable financial networks that pose as experts and viewers ask them for advise on particular investments. They want you to think they are experts on 5,000 companies and give you investment advice. I often hear phrases that can only come from you and Pete. You two are too much. Mary

To: Dan3 who wrote (140072)	7/25/2001 2:12:56 PM
From: Tony Viola	Respond to of 186894

Dan, >The Xeon line for workstations and servers used to sell for $800 to $2,000+. With an ASP probably around $1,200. New pricing indicates Xeon ASPs around $300 - a drop of 75%, and all of that profit. There you go off half cocked again. The server chips that sell for $800 to 2,000 are big cache Xeons (or now Itaniums at more than that!). The "small cache" Foster Xeons, which those you cited are, sell for not much more than their desktop counterpart. That's been the case all through PIII time, when PIII small cache Xeons, or PIIIs themselves sold for desktop type prices, and the big cache ones a ton more. When the bigger cache Foster Xeons come out (512KB, 1 MB), I think you'll find them much higher than those prices you show. In the meantime, Intel has not lowered the price for the big cache PIII Xeon CASH COW, or as Magee calls it, "Cashcades." All that figuring and typing of yours for nothing, but, then, what else is new? Tony