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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Mohan Marette who wrote (116994)4/13/1999 12:31:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 176387
 
Thanks for the other viewpoint. More information is better. It would appear to me that PIII isn't a dog and isn't a rousing success either. But that sure leaves a large middle. Intel might shed some light on that later.

In the meantime, the PII demise theory has been bandied about now for several months with the accelerated release of Celeron chips and the excellent performance of the 128K cache. I know that Dell definitely believes that the PII is a dying chip and that the mid-range will become defined by the high-end Celerons, if at all.

It's been my view that corporate desktops would become the home (not exclusively of course) of the Celeron chip, not the PII, and that with the looming AMD battle, the prices would fall substantially. That ASPs overall will continue to fall is most probable. How much and how fast and how linear the descent are of course matters of some debate, here and elsewhere. I don't really have an opinion in that regard.

Again, thanks for the posting. I don't believe I'll be buying any PII systems this time around.<g>