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To: Dave Parr who wrote (5987)5/5/1998 7:35:00 PM
From: Investor A  Read Replies (1) | Respond to of 6843
 
Dave,

Using that same thinking, the PII and the Celeron should not pose a problem for Intel.

Not only agree with you, I believe that the cacheless Celeron was a smart marketing strategy to recycle the rejected parts or dump the excessive inventory on .25u PII without hurting their current price structure.

However, you, as an investor, should see Celeron as an evidence that the incompetent dancing scientists in Intel lab were not capably to modify the stolen technology, even on the inferior products like PII. Even the first time play, like IDT, could modify C6 to C6+ in less than two months when they saw the needs for better chips. Intel simply could not do the same.