Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scot who wrote (89354)	1/25/2000 11:56:00 AM
From: Charles R	Read Replies (1) of 1580256

<Today's price cuts are fairly typical, said Kevin Krewell, senior analyst at MicroDesign Resources. However, more aggressive cuts are expected in the near future because Intel will be producing more chips and making up lower prices through volume sales and even faster processors. Intel is currently holding a conference with its sales and marketing executives in San Francisco. "When we get to the second quarter, it is going to get worse, because Intel will have a boatload of products out there," Krewell said. "Then you are going to see some serious fights." > My thought process is along the same wavelength as this Krewell guy. Q1 seems to have supply/demand somewhat in balance. I don't see any evidence of price war - yet. Though Q2 environment may not be this benign, I think it is too early to tell if there is going to be a price war in Q2.

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