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

To: Scumbria who wrote (81838)	5/27/1999 6:34:00 PM
From: Proud_Infidel	Respond to of 186894

scum, INTC has one sort of good trading day, and the thread is back in denial. techstocks.com Who's really in denial here?

To: Scumbria who wrote (81838)	5/27/1999 7:00:00 PM
From: John Hull	Respond to of 186894

S- I'm just working with the publically stated data here. Intel ASPs have been pretty stable over a long period of time (actually its amazing that the model has been this consistent when you consider the complexity of managing a dozen or so line items with a continuous process of price reductions and new line item intros superimposed onto a market with seasonal trends, macro-economic upheavals, competitive offerings and increasing segmentation) Even with all these variables, ASPs only wiggle around. I have never seen them come anywhere close to anything resembling a "spiral", "plummet", "rocket", "race", "crater", "explode" or any other extreme descriptor. You can believe what you want. regards, jh

To: Scumbria who wrote (81838)	5/27/1999 8:02:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

<PIII prices have been falling about 30% per month since their introduction, two months ago.> Your watch, calendar, computer, etc. must be slow. The Pentium III was introduced three months ago, February 28, 1999. Or did you forget how close June was? As for 30% monthly discounts, prove it. The Pentium III 500 MHz started at about $750 at its introduction. Now it's selling for $460, a 40% drop over three months, or a 15% monthly drop. More importantly, the new 550 MHz speed grade is already out, in volumes, at a starting price of $750. Seems to me that ASP is holding steady. Looks to me like only one person on this thread is in denial. Tenchusatsu