Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.50

-3.1%

Dec 11 3:59 PM EST

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To: Dan3 who wrote (162678)	3/21/2002 10:19:23 AM
From: Road Walker	of 186894

Dan, re: If Intel has to drop prices to match AMD's ASPs, it would give up something like 27M [units] x $70 [price delta] in revenue per quarter: Between $1.5 Billion and $2 Billion per quarter." More "ifs". Can you think of any "ifs" that might hurt AMD, or can you only imagine things that could hurt Intel? AMD has mostly been an "if" company since the beginning. re: Is it dark there under the sand, where you seem to have stuck your head? Funny. Some might conclude that AMD investors are the folks that choose to ignore reality. John

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