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To: Daniel Schuh who wrote (18216)	3/26/1998 7:30:00 PM
From: Reginald Middleton	Read Replies (3) \| Respond to of 24154

<Why are people going to by the Celery/ Celeriac/ Celeron? First of all, somebody has to build it into a machine. As an OEM, you can design a lame machine with the sacred Intel inside, or wait 6 months for the equivalent non-lame PII. > The market guides the box makers construction of PC's. If the celeron is prived at 10% above the K6, or at parity, who do you think the market is going to choose. Pentium is a household word, K6 is a pair of alphanumeric symbols. As I have said before, the tech business is more than production and engineering. <Maybe the new media maven has inside info, but the press greeted Celeron with a really big yawn.> Since when does the press pay for PCs. The press said the Titanic was to be a gigantic financial flop as well. How about when they said the Internet and NSCP were to be the demise of MSFT? That is why they are in the press in lieu of the respective businesses that they comment on. The job of the press is to sell advertising space, not spread knowledge.

To: Daniel Schuh who wrote (18216)	3/26/1998 8:52:00 PM
From: Daniel Schuh	Respond to of 24154

Barrett, Intel face stormy seas news.com Somewhat off topic, of course. Despite the assurances of Reggie and Sal (apologies to Sal), others seem to be noticing some troubles ahead for Intel. My reading, as I've said, there's no going back from the sub-$1000 PC, and that's a problem for Intel. Offhand, I'd also say that the embedded/appliance market that's talked about here is far from a slam dunk for Wintel. The chip company has thus ignored what Grove, author of Only the Paranoid Survive, calls an "inflection point" in the computer market, according to a recent report from Forrester Research. Inflection points represent major industry trends that companies need to identify and jump on to thrive. The sub-$1,000 PC sector "makes up almost half of the PC business," analyst Carl Howe said. "Even corporate buyers...are putting pressure on their suppliers for cheap PCs Despite a new squadron of engineers dedicated to Basic PCs, Intel's gold-plated business model based on exclusive chips sold at high margins will stall." ("Basic PC" is Intel's nomenclature for a sub-$1,000 system.) Cheers, Dan.