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

To: Paul Engel who wrote (82066)	5/29/1999 7:10:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:" For $399 or $499 PCs, do you see the buyers of these machines pouring over the Quake FPS benchmarks or Winstone 99 scores ?".... ---- No but they will look at MegaHertz. That's why these machines will lack Intel size profits. Sounds like you like Cyrix's low cost PCOAC theme. Somehow Intel will make money on it? Maybe our boy Hallapeno had it right, unfortunately his company lacked the know how. Man have you turned 180 degrees. <G>

To: Paul Engel who wrote (82066)	5/29/1999 11:28:00 PM
From: grok	Read Replies (1) \| Respond to of 186894

Re: <For $399 or $499 PCs, do you see the buyers of these machines pouring over the Quake FPS benchmarks or Winstone 99 scores ?> Yes, I think this is the reasoning for Timna. It raises the bar for a minimum CPU in PCs. Anyone who wants something better has many choices. But for your average Joe this is enough. And it will be risky for anyone to peddle a PC without any 3D. I suppose Intel marketing will start pushing 3D and Joe will start asking for it. Emachines will go 100% Timna. I don't know what the die size for Timna is but I'm sure that only Intel has the manufacturing to pull it off. Also, this is a way to shift the product cost away from packaging and back toward silicon.