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

To: Paul Engel who wrote (55735)	5/17/1998 6:46:00 PM
From: Jay Lowe	Respond to of 186894

>> offering their second-rate products at a deep discount ... Oh, they hope to make it up in volume.

To: Paul Engel who wrote (55735)	5/18/1998 12:38:00 AM
From: Jeff Fox	Read Replies (4) \| Respond to of 186894

Paul, re: Intel positioning expertise - Katmai, Mendocino, K6-2 I'm getting a kick out of watching the careful encirclement of AMD product. First Celeron is placed "astride" the K6. By astride I mean with a little less integer performance and a little more gaming performance. The result is K6 is positioned against Celeron. AMD is obliged to price 25% less than Celeron to sell it. This keeps AMD ASPs in the dirt... Now K6-2 was intended to beat Katmai head to head - not going to be so. Intel is trapping it with Mendocino while stealing all the 3D thunder with Katmai early sampling. AMD is hard pressed to find software support for their proprietary instructions as most developers would much prefer to code for Katmai. The result - K6-2 will have to sell for 25% less than Mendocino while Katmai is placed atop the PII product line. Nice... Jeff

To: Paul Engel who wrote (55735)	5/18/1998 7:45:00 PM
From: SEMIHH	Read Replies (1) \| Respond to of 186894

>>ALL the FAB capacity in the world will not help a company if they have the WRONG PRODUCTS! << Well Said Paul Engel, now that certainly applies to INTC on the sub-$1000 PC MPUs doesn't it? What in blazes is a 64-bit MPU going to do for a user in this category? This first released cheap chip of INTC - the Celeron, cannot be viewed as a serious entry, especially in it's present cacheless wonder half-life. It was a good marketing response, that is... until it sits side by side with another system using the competitor Microprocessor... all of a sudden "INTC Inside" takes on a whole new meaning... Less for a higher price... INTC has a low end problem, and instead of addressing it, they are rationalizing... When will be the time to get into INTC? When you see the company waking up to the SERIOUS cutbacks they need to make to get off this 64-bit pie-in-the-sky low volume product they percieve we all can't live without, and wake up to the real facts that the PC itself along with all of the components that make a PC are now a fully consumerized electronics business... When you see INTC having a serious layoff, slashing prices on their products to compete on a price/performance basis with them instead of engaging in denial about their competitive products, these are signs that INTC has finally figured it out and will take the bitter pills necessary to regain full control of their monopoly... Let's hope it will be sooner than later.