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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (32111)	4/14/1998 10:17:00 PM
From: DavidG	Respond to of 53903

Larry, I don't think we have to worry about whether demaind > supply for the next couple of quarters. I believe the problem will be for xmas and beyond, into 1999. The price on these systems will be high, in the $3000 and up. I think the bigger issue will be if they work well and reliably. Mostly the systems are for corporations and minimally sought by tech freaks and game players. Speed and graphics are the driving force for getting them. ...but one will have to wonder whether INTC created a white elephant, an EDSEL, that has all the bells and whistles at double the price. This may just be arriving too early when under $500 systems are doing most of what the $3000 systems can do. ...and remember AMD K6 has quite a bit of punch for a very low price and they have been tested to run at 100MHZ bus speed where the pentiums can not. They will be filling a need for a lower priced HIGH performance system and COMPAQ will offer it to compete in price with DELLs higher priced systems. DavidG

To: TREND1 who wrote (32111)	4/14/1998 10:31:00 PM
From: patrick tang	Respond to of 53903

My guess is they will sell like hot cakes - unlike previously you pay double for 10% increase in clock speed and only 4% increase in performance, now x% increase in clock speed really equates to same x% increase in performance. The power users and gamers should love this. patrick

To: TREND1 who wrote (32111)	4/14/1998 10:39:00 PM
From: Chas	Respond to of 53903

Larry, You are absolutely right, and to ship in volume, Intel has to announce tomorrow, first, and then the build to order guys can start offically building. They has been taking some orders from key customers, but cannot offically build production units only pilots. So, some suppliers have parts waiting in the inventory hubs nearby the PC plants, to start shipping tomorrow. After a couple of weeks we will know how many issues pop up and then the real information on who is really shipping will be apparent by multiple sources. I dont think Micron is by any means in the drivers seat on PC100. Good trading.