Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.06

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1:32 PM EST

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To: The Duke of URL© who wrote (113198)	10/11/2000 10:44:33 PM
From: kash johal	Read Replies (2) of 186894

Duke, re:"AMD reduced its prices "because of platform differentials". This means to me that total price was not reduced. " Basically at low end customers dont care about cpu brand etc. Intel can offer a celeron + integrated MB for about $100-120. DUron MB's plus a graphics card run $80 or so. Tough to get decent ASPs. Unfortunately VIA's and ALI's integrated duron chipsets have bugs and are delayed till december. So basically AMD is screwed for Q4 IMHO in terms of blowout numbers. If they want to sell 3M+ durons they'll have to sell em for sub $50. Major lost opportunity IMHO. regards, Kash

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