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

To: Joey Smith who wrote (54638)	4/27/1998 8:08:00 PM
From: Tony Viola	Respond to of 186894

Joey, >>>" Sales of Intel's fastest chips for servers and workstations are growing well above the market rate of 30 percent a year, while competing server and workstation chips based on so-called RISC technology are level, he said.<<< I wonder what Scott NcNealy has to say about this? Oh, I know, Sun will make up the shortfall with Java. ;-] Sun's Starfire is selling well, but I guess nowhere near enough to offset lost workstation and small to medium size server sales. Oh well, stubbornness has ruined bigger, prouder companies than Sun before. Tony

To: Joey Smith who wrote (54638)	4/27/1998 8:19:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Paul, I asked you about the margins for Celeron a little while back and I think you responded by saying $30 cost. Do you still believe it from reading this article? How much will it depend on economies of scale, process width, or other factors? thanks, joey Gelsinger insisted that Intel was making a profit on the chips, although he admitted the margin was relatively low compared to Intel's other microprocessors. ''The margins are lower than our high-end products,'' he said. ''We were behind and because we were behind we haven't done as good a job in designing this first (Celeron) product.''

To: Joey Smith who wrote (54638)	4/27/1998 8:21:00 PM
From: henry tan	Read Replies (1) \| Respond to of 186894

Joey, <<''We are gaining market share, Watch out NSM/AMD''>> It seems to me the AMD/NSM new processors are targeted between Celeron and Performance P II.. From a recent report form San Jose Mercury News, marketing research has found a big change in the PC buying trend. There is less and less mid price PC on the shelf. People are selling more low-end PCs and high-end PCs . If this is true, the mid price PC will be disappeared soon. -Henry