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

To: SisterMaryElephant who wrote (51771)	4/1/1998 12:08:00 PM
From: Paul Engel	Respond to of 186894

Steve - Re: "a deal with a tier 1 OEM in the works for the .25 266 part. " This has already happened. IBM is using the 266 MHz part in an Aptiva product and Compaq uses the same part - but run at 233 MHz - for a notebook computer. Re: "IMO, the Celeron will be AMD's worst nightmare. The chip is intended to be THE chip of choice for the no frills, PRICE conscience basic PC buyer" You hit the nail on the head with this one. With Celeron-based PCs priced at <$800, the Intel name will pull in a lot of customers that bought clone-CPUs/PCs because of the better price. Now, Intel will be "pulling" the price down, a you noted. Any business that AMD or Cyrix gets will be at EVEN LOWER margins - or larger losses - than they currently get. Paul