Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

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3:59 PM EST

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To: Mani1 who wrote (92492)	11/15/1999 8:24:00 PM
From: Robert Salasidis	of 186894

Intel will cuts prices when they have a faster processor or when Athlon volumes start to get into the 2-3 million / quarter. At the current 1 million Athlons / quarter, cutting prices hurts Intel more than AMD. Willamette will be the time when Intel cuts margins on PIII to try to kill off Athlon while still generating revenue from a higher end chip. From AMD's point of view, releasing their next generation AThlon before Willamette will be critical.

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