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 Fiondella who wrote (59997)	7/14/1998 8:54:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 186894

PF, Re. The key line in the article is the statement that Compaq is paying 42% less for components in those $899 computers than it had been This comes out of AMD/K6's pocket--or, shall we say, Jerry's--without a doubt. Ibexx

To: Paul Fiondella who wrote (59997)	7/14/1998 9:33:00 AM
From: Jim McMannis	Respond to of 186894

Paul, RE:"Of course AMD is paying in lost profits until it ramps up production." If you only knew. Jim

To: Paul Fiondella who wrote (59997)	7/14/1998 10:33:00 AM
From: TTOSBT	Respond to of 186894

Re: "Times have certainly changed since Intel had the only Pentium in town and could charge whatever it wanted for them." Hey Paul don't forget to mention time has also certainly changed for Intel's cost of it's Pentium? Just remember if you want to look knowledgeable, when talking about Intel, keep in mind Intel is a profit oriented organization. TTOSBT