Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: herb will who wrote (107744)	8/19/2000 5:33:36 PM
From: Robert Salasidis	Read Replies (3) of 186894

Just a thought. AMDs recent price cuts could all be a preemptive strike against Intel. I am sure Intel will have similar cuts planned for their P3 line once P4 is released. Intel will likely price cut P3s in order to position them against the Athlon, thereby helping to price differentiate their newer design. We have seen this action successfully in the past. Perhaps AMD is cutting prices in an attempt to capture some extra market share so that when the P3 to P4 transition happens, they will have enough OEMs using their product to not end up with an over supply situation secondary to a sudden lack of demand. Their control of pricing in that situation (long term) would be worse that taking a few hits now. This would of course confirm the belief of AMD that P4 release in volume by Intel is imminent.

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