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

To: Joey Smith who wrote (41577)	12/5/1997 3:44:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

Joey, If AMD and Cyrix can sell all they can make then Intels price cuts are a moot point are they not? They are capacity contrained...especially AMD... What worries me is Intel having to sell lower margin chips than they have in the past. Lets say demand keeps up for Pentium MMX's...Intel will have to keep selling them won't they? Unless they can make a Pentium II for the same price. Even then, the motherboard costs more. Tell me Intel can make a Pentium II for the same cost as a Pentium MMX and I'll feel better. Jim

To: Joey Smith who wrote (41577)	12/5/1997 9:49:00 PM
From: Jeff Fox	Read Replies (3) \| Respond to of 186894

Joey, re: Pricing control I ran across a roadmap article from July of 1996. This is nearly a year and a half ago: zdnet.com PCWeek, July 26, 1996 6:00 PM ET "Intel will introduce 200MHz and 233MHz versions of its Klamath processor, the cacheless Pentium Pro with the MMX (Multimedia Extension) instruction set for the high-end desktop market, during the first half of 1997, according to sources close to the company. The initial wholesale price for the chip will be around $325,according to sources, while the P55c chip, a 200MHz Pentium with MMX, will sell for $250. The Santa Clara, Calif., company plans to hike the clock speed of Klamath, named after a river in California, to 266MHz by midyear." Now I have to read that Intel had its prices "forced down by competition" and "cuts deeper than expected" and other such nonsense. I find that P/MMX-200 going for $210 OEM, $250 boxed, today. The only thing that this press has wrong is PII has a cache and the high end speeds are higher. I think its time to listen to the company and bank it. Jeff