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

To: Scumbria who wrote (73141)	2/8/1999 1:17:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Slick - Re: " Things are starting to get pretty ugly in the microprocessor business. Somewhat reminiscent of the DRAM industry a few years ago. Just think what fully integrated PC's on a chip will do to ASPs" Now that you're covered in sh*t, you think everybody will join you. Paul

To: Scumbria who wrote (73141)	2/8/1999 1:19:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Slippery - Re: "Just think what fully integrated PC's on a chip will do to ASPs. " It drove Cyrix's ASPs into the toilet. Intel's ASPS are still above $215. By the way - look for Intel to have Whitney integrated chip sets/graphics controller out around June or July. Yet another reason not to buy a Socket 7 product. Paul

To: Scumbria who wrote (73141)	2/8/1999 3:29:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Scumbria, >>>Things are starting to get pretty ugly in the microprocessor business. Somewhat reminiscent of the DRAM industry a few years ago. Just think what fully integrated PC's on a chip will do to ASPs.<<< Are we waiting on NSM/Cyrix for that PCOAC? I wouldn't suggest holding your breath. Reasons why there is extremely little threat to the microprocessor going the way of the DRAM business: 1. There is no Asia Inc., or Japan Inc. in the foray. They caused all the dumping in the mid 80's that brought about the whole mess in DRAMs. 2. Cost of entry into the micro biz, from development to MFG, to marketing (the one you agreed on) is huge. DRAM isn't nearly as expensive. It took years for Intel to get to the point they are at now. Who else (except possibly IBM, who already tried) could possibly give Intel a fair match? 3. The cos. that are in the micro biz besides Intel are (you submit all the wonderful qualities you want here). Like Kim, the guest on Wall Street Week said last Friday, it's like his going one on one with Michael Jordan. I really think you ought to give us a break on this FUD vs. Intel. It just ain't going to happen. You ought to be able to find a better use for your computer. Tony