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

To: John Koligman who wrote (60046)	7/14/1998 12:56:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Wow, That's a heck of a Computer for $899. 300Mhz K6. Any idea when Compaq will release a K6-2 system? I hear within the next two weeks. Jim

To: John Koligman who wrote (60046)	7/14/1998 12:59:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

John, Re. , but it's also coming out of our pockets as Intel shareholders, in the form of reduced margins The difference is that we, as INTC investors, will have a way of recovering the "passive loss"--meaning less profits than what might have been--but AMD share holders might not have that luxury. In fact, I would venture to say that they would not. Regards, Ibexx

To: John Koligman who wrote (60046)	7/16/1998 1:32:00 AM
From: stak	Read Replies (3) \| Respond to of 186894

Re: the Compaq Presario 2256 Internet PC >>> The featured configuration here is quite adequate for surfing the net....<<< It's definitely not the boat anchor that bottom of the line PCs were a couple years ago. It looks like even the slowest PC is "Chrome" ready, right now. We have Intel to thank for that. Thanks for the extremely aggressive product launches! >>>Compaq Computer Corp.'s (CPQ - news) cheapest computer is now its most profitable consumer personal computer, the Wall Street Journal reported Tuesday.<<< This is a new twist on PC profitability. I sure didn't think that the sweet spot for profits would ever be at the bottom of the PC world lineup. This doesn't give PC makers much of an incentive to load up on the top-of-the-line PII's though. >>>Schrock said the low-cost system took off this spring as huge sales and tight inventory controls allowed Houston-based Compaq to spend less on price guarantees to stores.<<< price guarantees. the real killer for profitability.-- In an environment of rapidly declining cpu prices its hard to avoid losses on top of the line PCs if you guarantee prices .-- Will Compaq change the rules of the game of retailing PCs?