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

To: JDN who wrote (67705)	11/2/1998 10:29:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

This is Intels segmentation strategy. AMD sells a bunch at the low end and mid range and Intel sells a couple at the higher end. Jim

To: JDN who wrote (67705)	11/2/1998 11:24:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 186894

I noticed in my walks around major corporations, there only INTC machines. I also noticed that INTC's stock is above 91 right now. I also noticed that INTC beat the street estimates last quarter and was positive about the current quarter. I also noticed that INTC is developing products across the price/performance spectrum at an incredible rate and AMD is having difficulty delivering on its promises. (Not trying to be snide, its just that Costco's shelves represent a very special niche in the PC marketplace--one that does not deliver good profit to AMD.) BTW, I just joined Sam's Club and what I noticed was that it is almost all INTC.

To: JDN who wrote (67705)	11/2/1998 11:32:00 AM
From: Joseph Pareti	Respond to of 186894

>The only ones with the INTC Pentium were >priced VERY MUCH higher. >The only ones with the INTC Pentium were >priced VERY MUCH higher. which goes to prove that ASPs, and consequently GM are stable (gm=52% according to Andy B. ) IMO this defuses Kurlak's main argument that has dragged INTC down over the past several months (did you guys notice that INTC is sort of rallying and the guy is still keeping quiet ...) Someone mentioned the segmentation strategy: Now even if (and that is a big if ) AMD can deliver what they promise there will be a suitable Intel-made killer that will neutralize their effort. I am sure Paul can put more flesh onto the bones as e.g. on sharptooth, k7. (Actually it took me a while to grasp this :-)

To: JDN who wrote (67705)	11/2/1998 12:07:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

JDN, the AMD systems are very cheap because they are practically giving their chips away at cost to OEMs as part of an ill-fated strategy to gain retail market share...I've never heard of Costco. but here in Boston their is a MicroCenter which is predominately PII/Celeron systems with a few AMD/Cyrix systems sprinkled in the dark corners. Remember, Intel said they are supply-constrained for the 1st part of Q4, which I think is shaping up to be a huge one for Intel. joey

To: JDN who wrote (67705)	11/2/1998 4:19:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

RE: COSTCO AMD computers COSTCO is a brilliant merchandising firm, and carries only a few brands in each category, changing them as opportunities arise. COSTCO does not carry lines, i.e. you can never count on finding a particular brand. Rather it negotiates each shipment of goods and sells it out and drops it unless it can restock on attractive terms. I would be surprised that you would ever find a leading model that had any supply limits because the maker would not make concessions to COSTCO as COSTCO usually demands. COSTCO emphasizes value (quality/price) in choosing its products, and there is no question whatever that AMD equipped PC's are better value, speed for speed, than Intel Insides. It is the premia people pay for Intel that create the high margins that make Intel's monster profits (and our huge dividends!). It is a fact that AMD manufactures chips, and I, for one, am delighted that they are found in COSTCO's knocked-down, $200-off PCs rather than in higher-priced top-of-the-line business PCs that earn Intel its profits.