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 TRADER -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (3189)	7/8/1998 11:37:00 AM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

What I meant, DJ, was the CPU-self-cost of Intel: Less than $ 10 per Pentium MMX - CPU, all inclusive, doesn't matter how many MHz. (Si included too, of course : ) It's just a question of the percentage of "good" CPU's. Of course a "Pentium II" or "Xeon" is more expensive to produce. However, every CPU should come cheaper when produced in factor-10-higher numbers, with better "good"-percentage, than produced from Cyrix or AMD. And even these "SMALL" companies produce gains, selling 25% cheaper than Intel itself... To the market-sector - I remember a guy named Dell talking in NTV about $-1000-PC's: "Our focus are market-segments where we can achieve the optimum-margin. We do not tend to offer products in non-profit-market-segments." (I heard this in German, sorry for my "translation") You can transfer this to Intel: In high-volume-markets they can take a bit more than Cyrix, AMD and so on. (Intel can supply and it's the original product) In high-price-markets, they can (nearly) get what they want. AS-400 is not existing anymore, as you know, only in dusty environments. Alpha should be the biggest problem of Compaq during the next month (I truly hope they can solve this...). HP gave up and does it together with Intel. Motorola has huge problems. I don't believe that there's a future without NT and Office. Where's Apple? You see what I mean... Jury PS: I bought SAP following your START-command. I'm deep in red. (g)