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To: Petz who wrote (2733)12/5/1997 3:53:00 PM
From: StockMan  Respond to of 6843
 
P,
Re -- Lets see, that would be 120,000 per day, 43.8M for 1998, at CPU price of $160 and CPU cost of $30, thats 5.7 Billion profit in '98 -- just from Walmart! ;-)

Remember AMD and Cyrix are forced to rethink their strategies!! This may be the best news of all. AMD abandoning the CPU business.

Stockman



To: Petz who wrote (2733)12/5/1997 4:16:00 PM
From: Investor A  Read Replies (1) | Respond to of 6843
 
John,

Lets see, that would be 120,000 per day, 43.8M for 1998, at CPU price of $160 and CPU cost of $30, thats 5.7 Billion profit in '98 -- just from Walmart! ;-)

So, where could Intel go if Wal-Mart keeps on selling AMD and Cyrix system at this flow speed?

I guess that Intel would have to relayout their roadmap from above $500 to above $200 on their "lean" NC once Acer's $199 Kid XCs hit Wal-Mart shelves during 2Q/98.

I got to increase my ACER position. :)


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