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

To: Mary Cluney who wrote (46285)	2/9/1999 12:20:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

Get a clue ... why pursue the low-end? They have great margins in the high performance chips, right? >>In a preamble to the conference Monday night, Intel Corp. CFO Andy Bryant pledged his company will continue to take aggressive pricing steps to regain its share of the market for lower-end PC chips. The company plans to cut prices on its low-cost Celeron processors, including two of the faster chips it introduced on Jan. 4, intensifying its effort to thwart competition. "We're going to take back the low end," Bryant told investors at a dinner kicking off the conference. <<

To: Mary Cluney who wrote (46285)	2/9/1999 11:27:00 PM
From: Knighty Tin	Respond to of 132070

Mary, And you think he and Louis the Lip from IBM didn't stuff the channel this time? And what about the huge receivables #s at CPQ, Dell and IBM? In fact, the ONLY way INTC has a good quarter is if the OEMs both stuff and play receivables roulette or Inventory I-Spy. And that kills the following quarters. Intel is left not only getting a smaller portion of the pie this year, but the pie is shrinking. No growth with a high pe ratio. A recipe for disaster for the blundering herd. MB