Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (59228)	7/2/1998 3:50:00 PM
From: David S.	Read Replies (1) \| Respond to of 186894

Paul, We need more discussion of these mobile Pentium II machines. I am in the process of switching from Mac-based machines to Pentium based and I am shocked when looking at notebooks as an accessory. What I find is that most laptops/notebooks are based on Pentium I machines, and Pentium II machines are not out there and the prices are sky high. Meanwhile, I could go out and buy a G3-based Mac powerbook for about $2200 or less, and a lesser PPC Chip machine for less than $1500. What goes here, Intel based desktops are way cheaper than Mac desktops, but with notebooks the shoe trades places, or whatever. That is Intel based notebooks suck on a price performance comparison. What is Intel doing wrong here? Regards, David S. Long on Intel, Iomega and WorldComm

To: Paul Engel who wrote (59228)	7/2/1998 8:18:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Paul, re: "CompUSA warns", retail sales in general... Jumping in here, I don't know if anyone has posted this observation. Several weeks ago (pre-Win98), I found myself in the position where I HAD to buy a new home PC, fast. I shopped CompUSA, Curcuit City, Best Buy, Office Depot, Staples. There was literally NO inventory, Best Buy (the largest retailer of computers in the country) had only 2 models with PII's. Staples had a sign up apologizing that the were so lean in selection, that their selection would increase after the introduction of Win98. My assumption is that, with the current corporate focus on inventory, everyone throughout the channel decided discretion was the better part of valor, and chose not to buy product (especially with the risk that Win98 might have been delayed by our anti-trust friends). The other side of that assumption is that they will now need to build inventory, although I haven't seen it in the stores yet. John