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

To: Knighty Tin who wrote (55481)	4/11/1999 10:31:00 AM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

To All, ATTACK OF THE KILLER CELERY! Bad news, temporarily, for Intel putters. Today's ads in the paper were loaded with new Celery boxes from Intel. Though they did not push AMD off the pages completely, they did crowd out PII and PIII. What does this mean: Intel obviously stuffed the OEMs with Celery boxes and the OEMs have stuffed the channel. Despite the fact that these boxes will go unsold to end users, they are "sales" on Intel's books. So, despite the total floperoo of Tweak III, a lot of Celerys will show up in Intel's revenue and profit numbers. Why would the OEMs and the channel take yet another stuff of unsellable boxes? Money, dude. This part I don't know for certain, but my guess is that Intel gave away the store to get OEMs to buy these boxes. Extended payments, rebates, Intel Inside scamarama (thus all the advertising dollars spent today). Yes, that will kill profit margins, but those expenses get totalled up next quarter. The revenues and profits get faked this quarter. The most interesting ad was the front page of Office Depot. An E-Machines 366 MHz Celery was going for $599. Or, you could pay double that and get an HP Celery with 400 MHz with printer and monitor. I don't think that HP is going to sell many boxes, printer and monitor notwithstanding, sitting on the shelf next to the E-box. Best Buy has an HP (guess who suckered in the most on the Intel incentives? <g>) 366 MHz Celery package for $999 on hte front page. A similar Monorail is going for the same price, except it has 400 MHz in its vegetable mpc. But, a 400 MHz AMD package from CTX carries a $799 price tag. AMD is still the price leader. Compaqs are selling higher, much higher, across the board, AMD, Intel Celery and PentupNoDemand II. Interestingly, the 433 MHz Compaq Celery is going for $180 more than the Tweak II at 400 MHz. Circus City had an HP Celery on the cover, but mostly cheaper AMDs inside. For those who like brand names, CompUSA has an HP AMD system on the cover, and both the printer and monitor are HP, not generic, for $749. But it is only 300 MHz. Inside the CPU ad, a complete Celery 433 MHz system from Compaq is selling for $20 less than a house brand Tweak III system. But Mikey Dell tells us that Tweak III will never make it to the low end. Yeah, it may take a week or two. <g> CPU also has a centerfold of nothing but HP Celerys. I guess the temptation to take Intel bribes is greater when you are located just down the Bayshore Freeway from them. <g> MB