Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Hull who wrote (81923)	5/28/1999 11:50:00 AM
From: L. Adam Latham	Respond to of 186894

John: Re: There was one time in recent (last five years) history where the ASPs could be said to have had a bigger wiggle than others and that was back in Q4'96. Quiz question for the thread: can anybody tell me what was notable about that quarter that would have created this anomoly and tell me which direction the wiggle went? I'll give the quiz a shot. If I recall, during that quarter Intel deferred on a reduction in CPU prices, which caused a nice runup in the stock price. I would assume that this then caused an unusually high ASP for the quarter. Adam

To: John Hull who wrote (81923)	5/28/1999 11:54:00 AM
From: grok	Respond to of 186894

Re: <There was one time in recent (last five years) history where the ASPs could be said to have had a bigger wiggle than others and that was back in Q4'96. Quiz question for the thread: can anybody tell me what was notable about that quarter that woould have created this anomoly and tell me which direction the wiggle went?> Was that the quarter that Intel put price cuts on hold due to lack of competition? (If I'm right do I get a prize. Maybe a free video of Intel commercials.)

To: John Hull who wrote (81923)	5/28/1999 12:19:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

John, thanks for clarifying that for me. Regarding your quiz about the 4Q 96, I concur with what everyone else already said. Wasn't that also the time when the pending California legislation prevented Intel from projecting the quarter's performance? My memory is fuzzy, but I seem to recall that when the legislation failed (thank goodness for us all), Intel immediately released their projections for the 4Q 96, which provided the springboard for the move that ran until the end of the summer in 97.

To: John Hull who wrote (81923)	5/28/1999 12:20:00 PM
From: Jay	Respond to of 186894

Hi John Re "Quiz" Wasn't that when the Pentium really took off? Everyone was converting from the 486. I guess it must have been upward. Regards