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To: Elmer who wrote (67410)1/9/2002 5:52:02 PM
From: pgerassiRespond to of 275872
 
Dear Elmer:

Perhaps you haven't noticed but, you have the two turned around. NW is a typical Intel vapor launch and AXP 2000+ is far more available in the DIY market and in many OEM systems. NW loses a lot of benchmarks to AXP and appears to be heading down that slippery slope of lower expectations, volume and ASPs. And that's before Throughbred arrives. Perhaps we will see Intel ASPs in the double digit range. And that means huge losses!

Pete


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