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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: THE WATSONYOUTH who wrote (111266)	9/25/2000 8:47:05 PM
From: Tenchusatsu	Read Replies (1) of 186894

TWY, <Intel is charging $722 for the 850MHz version and $508 for the 800MHz version of these notebook processors. As with the server chips, this is another example of monopoly pricing.> I see your point, that the field is wide open for AMD's entry into the high-end mobile market. But don't you think calling it "monopoly pricing" or "absurd" is going a little too far? Intel is pushing faster in the mobile market than AMD. Why shouldn't Intel charge top dollar for the latest-n-greatest? If the situation were reversed, and Intel was the one trying to catch up to AMD in the mobile market, would you call that "absurd" as well? <Unless AMD technically can not deliver mobile Mustang, I don't see how Intel can prevent some AMD penetration in this area other than by drastically reducing pricing.> Guess Intel will just have to release better products for the mobile space sooner than AMD (or Transmeta). If Intel doesn't, customers will indeed go with AMD (or Transmeta), and there's nothing else Intel can do to stop that (short of pulling off Microsoft-like tactics). Tenchusatsu

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