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

To: Barry A. Watzman who wrote (50438)	3/10/1998 8:05:00 PM
From: Tony Viola	Respond to of 186894

Barry, Re: "Celeron could be a bomb, but it is only a place holder for "Mediceno", which should be reasonable." It is my understanding that Celeron is a "family" of P II chips, and both Covington and Mendocino are in that family. Tony

To: Barry A. Watzman who wrote (50438)	3/11/1998 12:05:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Barry, RE:"The K-6 is is a reasonable chip, but it's no match for a PII/266 with AGP and an I740 graphics chip." Better check the benchmarks of that i740. It's middle of the road at best. Jim

To: Barry A. Watzman who wrote (50438)	3/11/1998 12:47:00 PM
From: Jim Patterson	Respond to of 186894

re: <<I think that socket 7 will die, but it won't be because of Celeron, it will be because of standard PII/266s (with cache) at $200 or thereabouts. Which is supposed to happen in April or May.>> I think this is INTC's bet. If slot 1 (which has no fundamental advantage over socket 7) Can severly crimp the supply of cheeper socket 7 MotherB's AMD's K chips will loose and INTC will be able to charge what they want for their Propitary stuff. History tells us that odds are not in INTC's favor on this one. Pricing on Cele-wrong will be crutial. It will have to be priced below P mmx's because of the add cost of the Slot 1 Mother board. As one report I read, INTC has their marketing work cut out for them. In the long run Cele-wrong, IOM, will hurt the bottom line more than help it. Jim