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To: Ian Davidson who wrote (50099)3/7/1998 8:39:00 PM
From: Paul Engel  Respond to of 186894
 
Ian - Re: "Interesting interview with Craig Barret:"

Thanks.

Intel's response to this slow down bears a lot of resemblance to the slowdown they described last May & June - they sited Europe at that time and this time as well.

I sure these new Slot 2 workstations and Uber-Desktop PCs (April 15) add some zip to Intel's sales (and sails!).

Paul



To: Ian Davidson who wrote (50099)3/7/1998 11:52:00 PM
From: Joey Smith  Respond to of 186894
 
Ian, thanks for the article. What I found important was that Intel said PII still on schedule (i'm assumign this means 50% by end of Q2). This is very important since Intel wants to get rid of Slot 7, and use their 3-pronged strategy (Basic PC, High Performance, etc.). Bad news for the clones. In fact, it seems that CPQ's problem may be that the older inventory is not selling in the commercial segment(e.g. P233MMX).

joey


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