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

To: Paul Engel who wrote (38551)	10/31/1997 8:25:00 PM
From: Andy Patton	Read Replies (3) \| Respond to of 186894

Paul: As usual, your posts are focused and useful. >"By February 1998, Intel is expected to further drop the price of the Pentium II 233MHz to roughly $294, while the Pentium 233MHz with MMX technology will see a modest price drop to $294, as well, industry sources said." >That is a $106 drop. Let's assume it will drop another $75 by the end of the year - resulting in a $219 price. How will this scenario affect margins? Any idea?

To: Paul Engel who wrote (38551)	10/31/1997 11:05:00 PM
From: Paul Fiondella	Respond to of 186894

Gosh you mean Intel finally got you to think about the sub $1000 market What did they do, hold a meeting and make it the company line. Please tell Engel that the new party line is we will compete in the sub $1000 market. Have him reverse techno gears immediately. =========================== Maybe in the future you will get some balls and listen up sooner instead of waiting to hear his masters's voice. But a sub $1000 P2 based system spells certain disaster for Intel's business model---in case you haven't noticed what that is.