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

To: Scumbria who wrote (81826)	5/27/1999 5:58:00 PM
From: Paul K	Read Replies (1) \| Respond to of 186894

"Tough times forecast for PC makers" msnbc.com

To: Scumbria who wrote (81826)	5/27/1999 6:01:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Scumbria - < lots of competitors who are perfectly content to sell CPUs for $100.> Lots? AMD, Centaur, Rise. That's 3. Oh yeah, that Russian outfit is going to compete in the 64bit space. 4. Rise is willing to sell for $30 when it costs them $45. Great opportunity. Celeron's here. Timna's coming. Intel will not be displaced from the Value Segment anytime soon, IMHO. PB

To: Scumbria who wrote (81826)	5/27/1999 6:02:00 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Your sarcasm doesn't change the fact that $100 CPUs is a new business for them, and that the whole pricing scale is collapsing. Nor does it change the fact that there are lots of competitors who are perfectly content to sell CPUs for $100." So far only Intel has shown they can make a profit at that price. EP

To: Scumbria who wrote (81826)	5/27/1999 6:14:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<Nor does it change the fact that there are lots of competitors who are perfectly content to sell CPUs for $100.> Yeah, I'm sure AMD would be perfectly content to sell their power-mongering K7's for $100 a pop, not to mention the shareholders and the creditors as well. Tenchusatsu

To: Scumbria who wrote (81826)	5/27/1999 9:36:00 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

Ref-" Intel has been selling CPUs for $500 for as long as I can remember. Your sarcasm doesn't change the fact that $100 CPUs is a new business for them, and that the whole pricing scale is collapsing. Nor does it change the fact that there are lots of competitors who are perfectly content to sell CPUs for $100." Sorry, Scumbria. You are dead wrong. For the past 14 years Intel average ASP for CPU's has been $220-$250. The same as it is now. [ Sorry I cannot give you a link, but I have been told that by several Intel people over the years ]. Remember the 486 and 386 started off at several hundred dollars, and eventually ended at less than $50. So Chicken Little the sky is not falling. Except for a brief episode when AMD fumbled on the K-5 and there was no Pentium competitor," the sky is always falling for Intel ", according to Chicken Little. So Chicken Little we have been through this so,so,so many times.

To: Scumbria who wrote (81826)	5/27/1999 10:39:00 PM
From: kapkan4u	Read Replies (3) \| Respond to of 186894

<Scumbria - re: Intel has been selling CPUs for $500 for as long as I can remember. Your sarcasm doesn't change the fact that $100 CPUs is a new business for them, and that the whole pricing scale is collapsing. Nor does it change the fact that there are lots of competitors who are perfectly content to sell CPUs for $100.> I second this. At $100 ASP AMD makes a nice profit. At $100 ASP Intel goes belly up. I call this a competitive advantage. Kap.