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To: Paul Engel who wrote (57659)6/9/1998 3:27:00 PM
From: gnuman  Respond to of 186894
 
Paul E. re: Intel costs. OK, we now know the COG of PII is <$65. Thanks. For Celeron 266/300, can I assume the COG is less than $45.00? Looks like Intel's gross margins will hold up better than I thought. :-)
See you keep ducking on AMD, though. I won't pursue it any more. ;-)



To: Paul Engel who wrote (57659)6/9/1998 3:32:00 PM
From: Steve Porter  Respond to of 186894
 
Paul,


Steve - Re: "Would you agree that Intel's per part costs is likely around the $65 -
$70 area (including 512K L2 cache, packaging of the chip, the P-II casing,
assembly and testing?"

No...your estimate is too high.


Well what would you guess then?

Steve