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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%3:59 PM EST

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To: kapkan4u who wrote (86148)7/26/1999 6:05:00 PM
From: Tenchusatsu  Read Replies (1) of 186894
 
<These are the same accounts that left AMD in the first quarter due to k6-2 shortages. They are learning now that Intel can screw them up just as bad.>

It's not the same. AMD failed to ramp-up the K6-2 to high enough speeds to compete against the Celeron. This led to a drop in the average selling price on AMD's side. This paired up with low supply created a double-whammy for AMD.

In the situation with 440BX and 440ZX, the average selling price is rising. No double-whammy here. Just the opposite: price rises as supply dwindles.

Tenchusatsu
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