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

To: Paul Engel who wrote (50454)	3/11/1998 8:28:00 AM
From: Jean M. Gauthier	Respond to of 186894

Hi Paul, Small question. Do you have a position in AMD right now ? Just curious.... I for one, have a position in Intel... Take care Jean

To: Paul Engel who wrote (50454)	3/11/1998 1:33:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 186894

re: You haven't figured out the big picture. Paul, If Cel-ur-long..er..I mean Celeron, is 15% slower than a P 233 MMX, (As the Report I read indicated),Then the chip will have to be priced that way. Add in the Extra cost of the Slot 1 motherB, and @ $150, the $100 P-233 MMX is a steal. Forget AMD, INTC will have demand from their customers for old P55c chips. If they stop making the P mmx chips, then AMD will have more demand than they can supply, Like they don't all ready have that problem. I think there is a posibility that INTC may relaize very low net margins on Celurlong because of the added Slot 1 cost. BTW, Slot 1 is not going to PC100, they will call that Slot 2. Jim