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

To: Paul Engel who wrote (38494)	10/31/1997 3:46:00 PM
From: milan0	Read Replies (2) \| Respond to of 186894

Mr. Engel I agree with you that the P2 will be in boxes selling under $1000 by 3Q 98: Kealoha - Re: "when do you think the P2 (say a 233)will be "the" chip of the sub-$1000 computer." If you ignore the monitor, I'd bet by middle to late 1998 Intel will have some customers selling the P2/233 MHz in a box for under $1000. However, I find it difficult to reconcile that with your earnings projections (post 38387) for Intel: Bill - Re: Intel's 1998 "Drivers" .... If the Pentium II ASP is $400 by that time (note $400 is TODAY the LOWEST priced Pentium II, a mere 233 MHz), then this product will account for $4.4 Billion in revenue. Even if Intel sells faster P2 chips in 3Q 98, how could they have an ASP of 400$ while selling the whole computer for less than $1000? Mike