Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Scumbria who wrote (106158)	7/26/2000 7:40:09 AM
From: Road Walker	Read Replies (1) of 186894

Scumbria, AMD plans on phasing out a $30 part and replacing it with a more expensive part, and the assumption is that the marketplace will accept the higher price. There is finite demand for microprocessors, there are only X number of PC's that will be manufactured in the 3rd and 4th quarters. By moving to a higher price point, there will be increased competition from Intel for those sales. It seems to me that the "build it and they (the costomers) will come" assumption in Athlon sales is premature. If Intel has manufacturing capacity in the 3rd and 4th quarter, there will be serious competition for those sales. And saying that end user demand for Athlon based PC's will double sequentially is pretty optimistic. All those Athlons may end up in PC's or they may end up in inventory. I don't know the answer, but I think it's still a valid question in a demand driven marketplace. John

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