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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (46197)	2/9/1999 12:20:00 AM
From: RealMuLan	Read Replies (4) \| Respond to of 132070

Earlie: CPQ may not have inventory problem this time because they are going to give whatever left for FREE. Here is some details about the Free PCs. msnbc.com

To: Earlie who wrote (46197)	2/9/1999 8:14:00 AM
From: gbh	Read Replies (3) \| Respond to of 132070

whether they are the actual view you hold. I didn't see some (g)s so I take it the comments reflect the point of view held. Earlie, my views. Lots of <g>s on this thread though. Sometimes reminds me of a Batman movie <g>. Re:CPQ. Mason has stated the quarter is tracking nicely. I think he's at the Goldman conference. I guess to jsut espouse more propaganda, though <g>. Who ate whose lunch? Tense is important. I stated "eating". AMD is selling all they can at a loss due to their inability to yield well at high speeds. INTC on the other hand will make money on ALL Celeron version, even those el cheapo 300's (which they won't ship many of). A 400 Celeron or K62-400 for $130. I know which I pick. AMD is in trouble. Cannibalizing rarely ends well. Nothing new here. INTC has always cannibalized; always. And the PII, contrary to the views espoused here, has continued to sell VERY well. But, nonetheless, it time on this planet is short. The PIII at 500MHZ and above, 133Mhz bus, and enhanced 3D will be here very soon to re-establish the mid-range. Will they sell well? Of course. Will I buy one. Of course not. I love my K6-2 <g>. I.T. guys and gals I talk to want the cheap machines. Their budgets are being cut back anyway. Ahh, here is the real meat of your argument. IT will continue to buy mid to high as they always have. The price difference just isn't that great, and its the safe play. If it wasn't, INTC would have died off long ago. All the technicals of your case make sense, but things simply aren't any different than they have ever been. INTC is now, and always has been successful selling expensive CPUs. I just don't see this changing. The memory producers seem to agree with my point of view about Rambus. They have always been slow to adopt, but fast to assimilate. EDO, SDRAM. Its always the same. The high end, becomes the mid range, becomes the low end. One year from now, RDRAM will be on the fast ramp up, SDRAM will be slowly ramping down, and EDO will be gone. Technology just doesn't stand still,and INTC always dictates the direction. Re:DELL, this company still has a lot of room to grow. Times are good. Just how long have you and Michael Burke been predicting doom for DELL anyway?<g> Gary