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

To: Fred Fahmy who wrote (63154)	8/23/1998 10:57:00 AM
From: Tom Pulley	Read Replies (1) \| Respond to of 186894

For the last 6 months, every Sunday morning I have checked out the newspaper sales inserts of Best Buy, Comp USA, and Circuit City. Invariably, the ads emphasized AMD systems. Last weekend, the K6 with 3D NOW was all over the ads. So, it hasn't been surprising to me that Intel has made slow progress in the sub $1,000 market. Today I pick up the paper and the Celeron 333's are everwhere, followed by lots of Pentium ll ads and AMD relegated to just one or two ads per insert. If this holds up for a few more weeks, Intel will pick up their market share in the sub $1,000 market and AMD is in a deeper bind. Does anyone know what profit margin is expected on the new Celeron's? Tom

To: Fred Fahmy who wrote (63154)	8/23/1998 11:04:00 AM
From: gnuman	Read Replies (1) \| Respond to of 186894

FF, re: <Well at least the rolling target slogan of "things will be better next quarter" has now been moved out to things will be better in two quarters <g>. > Hey, don't quote me as the source of a change in slogan. ;-) I think AMD says this Q will be better. Don't you love consistency? <g> And besides, Q4 is next quarter.

To: Fred Fahmy who wrote (63154)	8/23/1998 2:26:00 PM
From: gnuman	Read Replies (2) \| Respond to of 186894

FF, re: <Clearly, you "don't think they're as stupid" as I do. > Given the constraint that AMD is trying to penetrate market share of the entrenched leader, what specifically do you think they are doing stupidly? (Losing money doesn't count. That's an effect, not a cause). ;-) What would you do differently? (Firing Jerry doesn't count. ;-) Too easy an answer and doesn't address the path their on). Is their price strategy wrong? If so, what would you do for a price strategy? Seem's to me if a company were really acting stupidly, the stupid decisions should be very obvious and the more intelligent plan more apparent. I view them as a continuing threat, and as having changed the playing field dramatically over the past few quarters. So in that light, it's hard for me to identify the stupidity. But if you enlighten me, I might feel a lot more comfortable about Intel.