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

To: Jacques Newey who wrote (82059)	5/29/1999 4:10:00 PM
From: Amy J	Respond to of 186894

Re: "2. After all, if there is nothing left to sell WITH the chip, how will the box makers claim they add value? Why should Dell get all the credit for Intels' hard work and precious R&D just by putting the CPU in a non-descript box?. I am curious to know what you and others think." Answer: Marketing and good packaging. ;) Amy J

To: Jacques Newey who wrote (82059)	5/29/1999 7:03:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Jacques - re: "Might this alienate Intel's current clients, the Dells, IBMs, Compaq's and Gateways of the world? After all, if there is nothing left to sell WITH the chip, how will the box makers claim they add value..." Except for Dell, every one of these "Intel Customers" is in a MAD DASH to offer the FREE PC. Intel has no coice but to pursue every avenue for system cost reduction - and still maintain acceptable sales and margins on these low end machines. If the TIMNA replaces a $100 CPU and $25 graphics chip and $30 chip set with a $130 PCOAC CPU, then Intel wins as well as their customers. Paul

To: Jacques Newey who wrote (82059)	5/30/1999 7:38:00 PM
From: nihil	Respond to of 186894

I think the time for the cheap PC for everyone has come. That reputable manufacturer that put the cheap PC on the market will win. Dell knows how to sell direct. Intel would have to duplicate that ability (something Compaq cannot do). Even though Dell's cash margin per box would fall, they can still sell direct far cheaper than Intel or anyone else can. Intel is hardly interested in investing in the low-margin PC business. The world needs a cheap PC -- and Intel can make the integrated chip cheap.