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

To: Paul Engel who wrote (81063)	5/17/1999 3:35:00 PM
From: Charles R	Read Replies (2) \| Respond to of 186894

CPU biz enthusiasts, Dan Niles has come up with a research note that highlights some info that could be of interest to this thread: - AMD is yielding K7 over 600MHz and most of the K6s over 400 - K7 launch set for late June - Cyrix is dumping product in the market (clerence sale) - AMD sitting on 1 Mu inventory - Intel dropping ASPs to ensure AMD does not get the sockets it lost during manufacturing problems last week (turning out to be expensive for Intel) - Celeron OEM prices significantly below list - Intel market segmentation breaking down fast (i.e. more Celerons in business and consequently lower ASPs) - Intel 0.25 ramp fantastic and cost reduction well above plan and possibly 2Q ahead of AMD - Intel expected to do another price cut in June to counter K7 Suggests people run out of the PC CPU and OEM market segment on good news - such as good results from DELL and HP. What do you guys think? Chuck