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To: Paul Engel who wrote (44150)1/6/1998 2:31:00 PM
From: carl a. mehr  Read Replies (2) | Respond to of 186894
 
Paul,
I understood what you said the first time
<< 3 million processors represents 1.7 weeks worth of production.
Does a 1.7 week's worth of inventory seem like a lot?>>

If they no-speaky-de-english and comprende english we must stop talking to them,
humble carl



To: Paul Engel who wrote (44150)1/6/1998 4:02:00 PM
From: Diamond Jim  Read Replies (2) | Respond to of 186894
 
Paul,
stopped by a friends house on the way to work, Santa was good to his family. He just got a brand new Gateway 300, of course we all know what's inside. It has a boom box for speakers and a 19" monitor. Only down side was even though it was mail order he had to pay California sales tax. $4,100 bucks total, so much for a <$1000 PC for him. Says he can't wait until he can get a 500 or 600 one in the future. He's got the power and he wants more power still.

jim



To: Paul Engel who wrote (44150)1/6/1998 5:51:00 PM
From: cfimx  Read Replies (1) | Respond to of 186894
 
Paul, do you have any guess regarding mpu ASPs for 1998 (pmmx and pII)?
Also, what % of business is non mpu product for intc? Any idea what gm % these products can generate? How fast does non mpu segment grow?
Paul, how fast can intc reduce costs on mpus during a year? Can they reduce costs in 98 more rapidly? I appreciate all of your help!

Paul, is there a published source for intc units sold and asps?