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

To: Jim McMannis who wrote (61225)	7/27/1998 3:20:00 PM
From: Burt Masnick	Read Replies (2) \| Respond to of 186894

Any thoughts on why INTC is busting through 85 on the upside and AMD is busting through 16 (but on the downside)?

To: Jim McMannis who wrote (61225)	7/27/1998 3:28:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Jim - Re: "Who was the boxmaker?" These were HP boxes - 333 MHz K6-2. Re: "Aren't you the least bit worried that the Celeron and especially the Celeron II will cannibalize the Pentium II and margins with it?" You keep assuming that everyone at Intel woke up "dumb" this morning. The Celeron -A or II (Mendocino) is positioned to stake out the high end of the low end - Intel's Segment-within-a-segment strategy. The Mendocino will still be sold with a 66 MHz bus speed/66 MHz SDRAM and will run at speeds better than the comparable AMD K6-2 (neglecting the 3DNOW stuff) but below the performance of a 350 MHz Pentium II with 100 MHz FSB and PC100 SDRAM. You keep dismissing Intel's marketing folks as a bunch of yokels fresh off the farm. AMD made the same mistake last April 2, 1997. And look where it got them ! Paul