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

To: Paul Engel who wrote (65479)	9/26/1998 1:11:00 PM
From: Maxwell	Read Replies (1) \| Respond to of 186894

High Priest: <<When AMD prices their CPUs 25% below Intel's pricing (supposedly), don't you expect Intel to react with price reductions.>> I thought you said that Intel makes Mercedez and AMD makes Chevy. If it was true then the 25% discount price is justifiable. But no, Intel doesn't feel that PII is a Mercedez. They are willing to drop the price of their Mercedez to compete with the Chevy. Thus your perception is "twisted". <<You sound worried - you ought to be !>> None at all. I understand semiconductor better than an average investor. I understand cycle time, die size, cost of packaging, cost of testing, cost of cartridge, and cost of expensive high speed SRAM. Yet people on this thread continues to say that a PII is cheaper to make than a K6-2. Perhaps they are blindly listening to your preaching. At $100 ASP there is good money to be made for AMD. Can't wait till the PII-400 drops to $100. I will then buy one for display. Maxwell