Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (31727)	4/11/1998 10:35:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 1571536

Paul,<IBM .. Pentium II for $50 less than their just-announced K6-300 machine!> Why not to think of this fact as a market recognition of the K6 value? :) You seem to think that IBM has less experience in pricing strategy than you. Oh, Paul-the-Great accountant... BTW, what are you talking about Ali#XX, i740, etc? Reference please. P.S. You also seem to be inattentive to the dates of publications. The E84 price was as of April 7, but the announcement of PC300PL is of April 13. First, in one week the Pentium prices can drop even more. Too bad for Intel ASP (remember - ASP drop of $80, and you are homeless) :) Second, the April 13 is somehow in the future, if my watch is telling me the truth:)

To: Paul Engel who wrote (31727)	4/12/1998 1:46:00 AM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 1571536

Paul , re. PII 350mhz for $50 less than K6-300 It sounds like Intel is getting desperate over the the sales figures showing K6 as outselling PII . Considering the fact that the Mboard cost more with PII , that means that Intel's margins will be dropping below AMD's ? That is not good for Intel's profit margins , do you think I should by some Intel puts ? Brian

To: Paul Engel who wrote (31727)	4/12/1998 2:56:00 AM
From: Jim McMannis	Respond to of 1571536

Looks like a misprint to me or the boxes don't contain the same peripherals... Jim

To: Paul Engel who wrote (31727)	4/12/1998 3:57:00 AM
From: Profits	Read Replies (1) \| Respond to of 1571536

Paul, re: "IBM will be shipping a 350 MHz Pentium II for $50 less than their just-announced K6-300 machine! Sayonaro Profits, AMD!" Don't you mean, Sayonaro Profits, Intel? Profits