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To: JRI who wrote (117167)	4/13/1999 5:28:00 PM
From: D. Swiss	Respond to of 176387

john, they only had 30 days of PIII activity. :o) Drew

To: JRI who wrote (117167)	4/13/1999 5:41:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Here is your PIII answer. Will Pentium III ease the low-cost PC war? By Michael Kanellos Staff Writer, CNET News.com April 13, 1999, 5:30 a.m. PT Despite the surge in demand for sub-$600 computers, high-end Pentium III-based PCs have managed to rack up "respectable" sales among consumers, according to one market research firm, providing some hope to PC makers who have been pummeling each other in the low-cost PC arena. Systems based on the Pentium III processor, which debuted in February, accounted for approximately 9 percent of U.S. retail computer sales in March and have helped raise average selling prices for consumer boxes, said Stephen Baker, computer analyst with PC Data. Among Windows-based PCs, Pentium IIIs captured 9.7 percent of the retail market, he added. As a result, average consumer PC prices edged up toward $1,000 in March. For the previous two months, prices averaged around $950. "It's not doing badly. It has been respectable," he said, adding that the rise in average selling prices in retail systems can be traced to the Pentium III. "Corporations are buying them in general. They are making it easier to pick up the PIII and they are pricing it right above the PII," said Roger Kay, computing analyst with International Data Corporation. So far, the biggest difficulty manufacturers have had in selling Pentium III systems has been the existence of Pentium II computers. Buyers looking for bargains have been waiting for inventory-clearing prices for these machines. Although Pentium III computers have only been available for a few weeks, the sales figures could provide a speck of optimism for manufacturers, which have been beating each other up with low cost machines.....

To: JRI who wrote (117167)	4/13/1999 5:57:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

john re intc, dell, msft and all similar losers... i'm an old fashioned business man...perhaps someone a bit more astute can tell me why 7.6b/6.5b and 7.1b/6.0b year/year are something i as a ceo would give cause for concern....i'd personally buy pizza for all...59% margins...did they not take intc down last year when margins were "only" 53%?...believe p2 same qtr intro as p3.... today's market environment people are chasing...oops i meant buying stocks, disregarding fundamentals and they are making money...i prefer to buy a company based on fundamentals and accrue wealth... ed a. so why is lew platt of hwp announcing a new line of high powered business pc's....can't those chinese set top boxes do it all...i've been running my business with a "game boy" for quite a while!