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

To: Scumbria who wrote (80550)	5/7/1999 10:37:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Scumbria and thread - " PIII prices are plummeting. Celeron prices are by definition low. PII is dying rapidly." 1) PIII. Gary Ng had what I thought was an interesting take on this. He seems to think by looking at the roadmap that these price cuts were a) planned, and b) May 17th is coming up, i.e., the 550 release. 2) Celeron prices. Yes they are. I believe the strategy here is that the Value PC segment may expand. Also, Intel exec's have repeatedly stated that they are paying close attention to the cost side in this segment. They have also stated they are going to go after this market aggressively. Isn't this a good thing? 3) PII is dying. There is a chance I'm wrong, but I believe that's the plan. So? 4) Intel has predicted that Q2 would be flat to down, which is a normal seasonal outlook. Are you extending this to cover some long term trend? 5) I take it you don't agree with Ashok, Erica, Joe O., and Mark. I take it your a Danny Boy fan. 6) If you are looking at Intel as a trading stock, your outlook is much different than mine. PB

To: Scumbria who wrote (80550)	5/7/1999 10:51:00 AM
From: Joseph Pareti	Respond to of 186894

>PIII prices are plummeting. techstocks.com

To: Scumbria who wrote (80550)	5/7/1999 11:58:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Scumbria, PIII prices are plummeting. Celeron prices are by definition low. PII is dying rapidly. Unless workstation/server related CPU/system sales are through the roof, Intel is not going to be increasing revenues. You know, IMO, you are beginning to sound more and more like a Michael Burke or a Bill Fleckenstein. Little that I read the Burke thread, I did see that he was a technical analyst back in the 80's, and actually covered NSM, among others. When you can't stand to look at one more pile of gates, or an ALU or FIFO stack, why not go for it? Hang out the shingle, get a site like Fleck, name it "I hate Intel". Tony

To: Scumbria who wrote (80550)	5/7/1999 12:46:00 PM
From: Paul Engel	Respond to of 186894

SCUMbria - Re: "This thread needs some more discussion of what is going on with Xeon and associated products, because the traditional desktop profit base is not looking very strong. " That $128.4 MILLION AMD Loss has you stunned. Don't worry - AMD's desKtop 7 will not be in any workstations for a long time - and will account for trivial volume when they are - so the desKtop 7 won't be helping AMD out of their losses any time soon. But you knew that. June is only 24 days away - how far away is the desKtop 7 ? Paul