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

To: gnuman who wrote (46843)	2/1/1998 10:22:00 AM
From: Barry A. Watzman	Read Replies (1) \| Respond to of 186894

Try this for future Intel processor pricing (from Yahoo): biz.yahoo.com It's the best summary I've seen about what is going to happen for most of the rest of 1998, including Covington at $150 in April.

To: gnuman who wrote (46843)	2/1/1998 12:29:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 186894

Gene, Given you constant fear of Intel's potential errosion and AMD's bright future why haven't you traded in your INTC for AMD??? Or have you?? You have been considering buying AMD for many many months. What are you waiting for? Everything in the industry (excluding yields) is going their way right?? The dynamics of the industry (as you read them) will obviously favor AMD in a big way and really hurt INTC. Everyone knows that Segment 0 is the future of computing and will drive the technology revolution for now on. Yup, the low end is the future of computing, at least according the pundits (who have been right so often in the past.....NOT). Who needs mainframes, who needs mid-range computers, who needs powerful servers...definitely not AMD customers. Segment 0 is all we need from now on. AMD realizes this and that's way Intel's recent P333 .25 chip doesn't concern them. I mean, really, who needs a P333 processor, let alone a 400 or 450?? One point of clarification. Earlier you said that the transition to PII is not happening as fast as Intel planned or wanted. This is simply untrue. In fact the transition to PII has been the fastest ever for a new CPU line and was so fast it took Intel by surprise. FF

To: gnuman who wrote (46843)	2/16/1998 10:19:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

I don't have any information on INTEL product mix, how many units shipped in each PII class (apparently there are or will be as many as 16 kinds of PII). How many Covingtons? high-end DEschutes? There is a rule of thumb that a $750 Pentium generates as much as 10x - no pun intended - gross profit as a $150 Pentium. Using stuff like this it might be possible to figure out the next results. Moreover I saw a reference to chip-set units : what is it ? Apparently Andy G. keeps a poster of the 386SL on the wall of his conference room as a reminder of what NOT to do. On the other hand, one wafer contains 211 P-MMX and is worth $125K, whilst the same size of 180MHz Cyrix MediaGX is worth only $8K. Assuming this is a valid statement one should have bare fuctionality on the chip (i.e. no MM, networking stuff). But WHY is this a valid argument? is wafer such a premium commodity even vis-a-vis the value added from additional functionality on-chip ? Moreover, Covington seems to be the way to lock out AMD et al.; the downside is it may have a performance problem. Is it known at this point if MB makers will provide L2 cache on board ? >P55-166 $85 I saw a reference to a 'possible' price as low as $70 planned for the February t.f. Did this ever happen ? Finally, is the sell-off that took INTC from $87 to $83 'again' Kurlak's effect ? If so I really have to go to a shrink to help me figure out how people STILL believe him ... Nevermind if it tanks to $75 I'll load up again. wow that was a long one - as the bishop said to the actress :-)