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To: Chuzzlewit who wrote (103341)	2/20/1999 2:05:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

'Look out Nellie,here comes Pentium III at 550 MHz. Paul: You seen this? At this rate the effect of falling ASP thing could be somewhat mitigated in my opinion.Have you any thoughts on this? ========================== Intel Building a 550-MHz Pentium III Preview showcases speedy graphics software customized for Pentium III. by David Needle, special to PC World February 17, 1999, 6:52 p.m. PT SAN JOSE, CALIFORNIA -- Intel saved one surprise for Wednesday's preview event for its Pentium III processor: A yet-faster model due out in a few months. As expected, Intel confirmed that Pentium III systems running at 450 and 500 MHz will ship February 26, the chip's official release date. But a 550-MHz version of the chip will be available by the end of the second quarter. In keeping with the event's "preview" nature, Intel and its PC vendor partners kept specific performance specs and pricing for the Pentium III (formerly code-named Katmai) under wraps, though some details leaked out. A major PC retailer confided it will unveil PIII-based versions of its house brand PC "starting at under $1900" without monitor. Early reports indicated that PIII systems would start in the $2000-to-$2500 range, but Intel Vice President Paul Otellini says several vendors will offer PIII systems for less than $2000. Still, with consumers flocking to sub-$1000 (and certainly under $1500) PCs, buyers will want significant value from the higher-priced PIII systems. Intel plans to spend $300 million marketing the Pentium III, about twice what it spent two years ago promoting its now seemingly ancient Pentium with MMX line. Why Buy? Unlike past years, when Intel was quick to tout its chips' raw processing performance, the company positions the PIII as an advanced PC engine for dealing with Internet and multimedia content. Still, Intel easily claims it has the top spot for desktop systems. "The Pentium III is the fastest processor out there by a comfortable margin," says Richard Doherty, president of Envisioneering, a high-tech consulting firm. "Apple won't be able to make any claims about the Mac being faster than the fastest Pentium." "The Internet is going to be a lot more fun," says Craig Barrett, Intel's CEO. "The Pentium III aids in the creation of rich content and the way the user displays the content, interacts with it, and communicates."..... pcworld.com

To: Chuzzlewit who wrote (103341)	2/20/1999 2:24:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

CTC, Thanks a bunch! It seems that the high end is growing at a great pace (both units and revenue) but the bottom end is growing in units and dropping in revenue, thus pulling the net down. Normally, I would not be worrying about this, but with DELL's possible entry into the sub1K market I am a bit concerned. Your post distinguishing between profitability and profits has me thinking, though. But what effect would it have on DELL's ROIC (should bring it down, IMO)? Or probably not, as the cash flow will probably increase as long as there is a profit. -BGR.