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To: SisterMaryElephant who wrote (63982)9/4/1998 10:07:00 PM
From: Scumbria  Read Replies (3) | Respond to of 186894
 
Steve,

Had the price point for PCs stayed at $2,000, Intel would probably be making in excess of 2 billion profit per quarter. The sub-$1000 PC has taken it's toll on Intel.

The question for Intel is- can they dominate this low "dollar margin" sector?

Scumbria



To: SisterMaryElephant who wrote (63982)9/4/1998 10:09:00 PM
From: Joey Smith  Respond to of 186894
 
Steve, I agree. Don't forget the inventory correction. It started with too much end-product in the channel, then OEMs reduced component inventory (affecting Intel among others), and now its affecting equipment manufacturers (e.g. AMAT). It has clearly worked its way down the value-chain. Of course, one of the reasons for the inventory correction in the 1st place was a slow-down in demand like you said.

joey


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