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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Alex Fleming who wrote (71881)	5/28/2002 6:00:48 AM
From: Smart_Money	Respond to of 99280

almost no difference in performance between the older PIII-M and the newer P4 mobile chips so it is hard to charge a significant premium. ...... You hit it right. The PIII-M 1.2 is just as good as the P4-M and the informed buyers know it.

To: Alex Fleming who wrote (71881)	5/28/2002 6:52:30 AM
From: Steve Lee	Read Replies (1) \| Respond to of 99280

Yes, price cuts of these magnitude are normal, but they normally only cut the fastest chips when they are superceded by even faster ones. As Softechie would say, where are the cash cows? <VBG> Edit - just seen XBrit's post. His points are valid and I hadn't factored in the release of the 2.53. I don't know if 29% cut is typical for the 2nd fastest chip. It may well be but is certainly not a sign of strength in Intel's market. While the "nothing unusual" view of these cuts is now looking like a favorite, it does fly in the face of the analyst who was spreading predictions of Intel avoiding cuts due to increased demand. Finally, the comments about P3's being as good as P4's in many respects is true. This gives Intel more reason to make cuts to try to obsolete the P3. Their strategy will be a winner eventually and Intel's profits will pick up before many other in the industry. That will probably create false hope and another rally that should be sold.