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To: Tony Viola who wrote (50034)8/6/2001 11:29:54 AM
From: AK2004Respond to of 275872
 
Tony
a bit of sensationalism there, agreed
Regards
-Albert



To: Tony Viola who wrote (50034)8/6/2001 11:46:26 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
Tony:

I didn't think Niles would turn sensationalist, but he has by putting the words "Detonate Price Bomb" into the title of his article,"

Yeah, I agree...I prefer: "Intel is acting like a wounded elephant" (see post #40082...Sounds like INTC is in panic mode again on the P4 front and consequently exhibiting the characteristics of a wounded elephant at the moment...Huge P4 price drops announced again for later in August and if still can't find the hangar door (i.e can't fly) for P4, will drop again in October...Seems like the P4 price drops to date are having about as much effect in spurring P4 sales as have the interest rate drops by the fed over the past 6 months in spurring the economy in general...'

Somehow INTC the "wounded elephant" seems more characteristic of the flounder P4 saales dilemma than does "detonate a price bomb" which seems to have connotations of assured P4 success attached to it!!! and you and I both know that P4 success is nowhere near assured!



To: Tony Viola who wrote (50034)8/6/2001 12:25:32 PM
From: Win SmithRead Replies (1) | Respond to of 275872
 
Also, it's P4, not PIV, Dan.

POS would be more accurate, but nevermind. It's a better deal than the Itanic, anyway.



To: Tony Viola who wrote (50034)8/6/2001 7:06:37 PM
From: fyodor_Read Replies (1) | Respond to of 275872
 
Tony: burying the fact that Intel has a new higher clock P4 coming out to replace the 1.8 price. Lowering older, slower clock speed products when a new, faster one comes out is SOP for Intel.

I can't even begin to count the number of times various analysts have completely missed this point for both AMD and Intel. That seems to be their SOP.

-fyo



To: Tony Viola who wrote (50034)8/6/2001 10:29:46 PM
From: Mani1Respond to of 275872
 
Tony re <<Lowering older, slower clock speed products when a new, faster one comes out is SOP for Intel. >>

Yes, but the problem is that consumers are not buying based on MHz anymore. They would just decide to be the lower frequency at a lower price.

I think problem with ASP's is that folks are not buying high end anymore. Yes I know, that is a "no daaa" statement. High CPU still have a lot of margins in them, but high end computers only need a low end, low margin CPU.

Mani