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

To: Scumbria who wrote (74734)	2/27/1999 2:07:00 PM
From: gnuman	Read Replies (2) \| Respond to of 186894

Top 5 Retail PC ASP Kind of interesting statistics. Derived this data from PC Data Corp top five. The average price of the top five retail desktop PC's for the past four months. (Note: Vendors, CPU's and included features vary by month): MO ASP Average Oct $1207 Nov $1140 Dec $917 Jan $878

To: Scumbria who wrote (74734)	2/27/1999 2:08:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

To: Amy J (74734 ) Re: "One consideration you should make, is that AMD designs very competitive CPUs with a small fraction of the engineering personnel that Intel uses. " Scumbria I read AMD was a reseller of Intel chips until 486. Heard AMD copied 486 via an agreement, then AMD tried to do it alone and design their own chip. I read Microsoft is planning on enabling home appliances with some cool technology. Maybe AMD could do the toaster? Amy J

To: Scumbria who wrote (74734)	2/28/1999 7:13:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

Consider that when Intel is the first to sell a new design that they must sell it by the millions. They must freeze major design dimensions very early. They must "copy exact." There is no room whatever for initiative or creativity in the 2nd or 3rd fab turning out the chips. The second firm has a clear target to imitate. They are not bound to adopt details. They can bring in technology since the top dog design freeze. When AMD screwed up, it could steal a design from Intel (386) or could buy another company that can't compete and sell K-6's. It can't do that any more (no cash!). AMD may have a fast design study (with who knows how much hand surgery buried in the package), but you must sell them. Intel cannot promise anything it can't produce in volume. (phantom products).