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 (60649)	7/17/1998 2:35:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Paul, Re: Actually, a lot more than ZERO. Or LOTS OF ZEROS?<G> Gary

To: Paul Engel who wrote (60649)	7/17/1998 2:42:00 PM
From: Kealoha	Read Replies (1) \| Respond to of 186894

Paul Engle: re "...requiring a goof-ball 95 MHz Motherboard".. Love it when you get worked up on AMD. VIVA INTC!!!!!!

To: Paul Engel who wrote (60649)	7/17/1998 3:18:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Paul Engel, re<As you should know, Gene, one of Intel's strengths is to add newer, higher performance devices at the HIGH END of the ASP spectrum while dropping ASPs on older, slower processors - with an increase in volume due to pricing elasticity, and thereby maintain - and slightly increase - overall ASPs.> Very true. But I think the difference is that Intel is adding newer, lower performance products at lower ASP's in response to the changing market. And I guess they recognize that need through their new "segmentation" policy. The fact that Celeron is reported to be priced under $100 list so soon after intro makes me wonder. And as you know, MFC pricing is considerably under list. Almost look's like Celeron is trying to go down the learning curve faster than K6-2. The real key to me will be the price/performance of Mendocino and maker/customer acceptance. And it would be nice if they could create a new product family name for Mendocino. Celeron has too much baggage attached, IMO.