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

To: Paul Engel who wrote (60745)	7/18/1998 5:17:00 PM
From: TTOSBT	Respond to of 186894

Re: "AMD will then be charging only about $80 or $90 for their K6-2, and $50 or $60 for their 300 Mhz K6's." Looks like CPQ got what they wanted. TTOSBT

To: Paul Engel who wrote (60745)	7/19/1998 8:52:00 AM
From: gnuman	Read Replies (4) \| Respond to of 186894

Paul Engel, re: < Looks like we will have a lot of fun waiting for AMD's Q398 and Q498 "losses" reports.> Funny, seem's like every time there's a discussion of anything that could impact Intel's bottom line, you change the subject to AMD. Everyone knows what you think of AMD. The discussion concerned new Intel pricing and what it could mean to Intel's performance. So far we've seen reports of imminent 1K pc pricing with Celeron repriced below $100, Mendocino below $200, PII350 at $210 and PII400 at $375. I'm assuming these products will represent the bulk of shipments into the desktop market for some time. Am I wrong? If so, what is your opinion? You implied these would be the OEM prices. Do you know if that's the case? It certainly makes a difference if they are. But I think that the Intel OEM contract prices are probably well below this. (I doubt if any pay 1K prices). If, for example, PII350 sells to OEM's below $200, where does that position Mendocino? And with five products priced below $200, (Celeron/266-300, Mendocino/300-333 and PII350), price increments between products are quite small. And if PII350 down are under $200, what does that do to revenues and earnings? If Intel's share is ~80 Million PC's, what percentage do you think will be in these products? (That's the reason I thought the success of Celeron/Mendocino would be important to the bottom line). To generate $20Billion revenues in the PC segment I figure they need an ASP of $250. For revenue growth do they need to generate $20Billion in that segment? What do you think the ASP of CPU's will be in the next 12 months? Questions that have nothing to do with AMD. (Although I think AMD has created the reason for the questions). This is also an Intel investor thread, not just an AMD bashing thread.