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To: Steve Porter who wrote (27153)	6/6/1998 10:57:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 33344

Steve... I have never doubted that Intel would sacrifice margin to save their domination of the cpu market. Of course, we know wall street as already ben trashing intels stock price because of it. I'll reiterate the problem, Intel has chosen to go exclusively with a design that has nearly twice the die size as it's competitors. To get to slot one they have to abandon one of their two great advantages. Small die. They still have the yield advantage...but now they must hope that that advantage can make up for the larger die size. So they are more vulnerable than they have been in the PentiumMMX days. Just amazing how much computer power you can get these days for little money. Heck, I'm still using the same programs I ran on a 386. Jim

To: Steve Porter who wrote (27153)	6/7/1998 12:27:00 AM
From: Craig Freeman	Read Replies (2) \| Respond to of 33344

Steve, when Mendocino hits the streets, no one will remember the June 7 price cuts. In the near future, Intel's offerings will include the Celeron/300, Mendocino/333 and PIIs at 400MHz+ ... covering the home, office, and server/workstation markets nicely. IMHO, the current price cuts are a short-term marketing move to make certain AMD doesn't get too good a foothold with the K6-3D. Since it costs far less to make a new PII/450 at 0.25u than the original PII/233 at 0.35u, Intel's margins will depend more on their product mix than the price of any one chip. Craig