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

To: Paul Fiondella who wrote (43393)	12/30/1997 4:17:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 186894

<<re: PII 233 price cut $401 to 268 --- an admission of pricing power failure>> Paul: I think Intel is just moving the PII down to the low end. They will release the PII 333 and PII 400 for the high end. In other words they will leave no segment for AMD to thrive. Intel is also expanding the server, workstation and Networking product line. Dale

To: Paul Fiondella who wrote (43393)	12/30/1997 6:39:00 PM
From: henry tan	Read Replies (1) \| Respond to of 186894

Paul, re:PII 233 price cut $401 to 268... My understanding is Intel has great yield for P II 300 now. the time is mature to push P II 233 to entry level PC. Just wait to see the price break in March. P II 300 will be discounted when P II 350 is ready. Same will happen to P II 350 when P II 450 is ready by mid 98. Intel has been aggressivingly pushing out faster technology for years. I believe this is the best way to treat your competitors too. By end of 98, P II 233 will probably disapear form Intel product line. The entry level P II used in sub 1000 pcs will have 266 mhz. -Henry