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

To: Paul Engel who wrote (38420)	10/30/1997 1:51:00 PM
From: Jules B. Garfunkel	Read Replies (2) \| Respond to of 186894

Thanks Paul, So again I ask. If IBM is going to sell Intel's Merced based processors with maybe 23% margins on the sale, and Intel has margins of 58% + on the Merced chip sale to IBM, why has IBM outperformed INTC over the last 6 months???? I bought more IBM Puts this morning. Jules

To: Paul Engel who wrote (38420)	10/30/1997 7:24:00 PM
From: Kealoha	Read Replies (2) \| Respond to of 186894

Paul: when do you think the P2 (say a 233)will be "the" chip of the sub-$1000 computer. By the sounds of the yields and the price drops could it be early 1999?

To: Paul Engel who wrote (38420)	10/30/1997 10:19:00 PM
From: steve h	Read Replies (2) \| Respond to of 186894

Paul and others, i was just in computer city today and got a demo of a videophone call. They had a P-II 266 compaq presario with an Intel videophone system. For the demo you actually called Intel in boulder, colorado and had a videophone discussion with an intel representative. I was impressed. The rep also sent snap shots that had been "morphed" using Kai photosoap. they were humorous but i was more impressed with the speed in which she could send the snap shots. And when i say speed, i do not mean the transmission time, I mean the time it took her to use the Intel videophone in different applications. She virtually said, i'm going to send you a snap shot and in about a second it was there. It must be very easy to use. she made two comments i would like your feedback on. First, "the intel video phone system works best with the P-II processor since it can process the video data faster than other processors." Is this true? Is the video signal processing more of a bottle neck than the modem speed? Second, she said "every P-II system comes with the video phone built in." I assumed she meant every Compaq Presario P-II, but she said every P-II system. Have you heard of this PC mfr "perk?" There was no more delay in this technology than I have experienced in full blown tele-video conference equipment. Even though the video pics were small, i was impressed, and all for the cost of a regular phone call. TIA, steve h