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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%Dec 1 3:59 PM EST
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To: Paul Engel who wrote (113504)10/13/2000 9:42:08 PM
From: Gary Ng  Read Replies (3) of 186894
 
Paul, Re: What does it tell you when AMD has a 200 MHz speed advantage over Intel and they have to do a DEEP DISCOUNT sale just to find customers for these

There is one think I find it interesting in AMD's cc. Jerry said they can sell ALL Athlon they can make in Q4 but Duron will very much depend on chipset. What puzzle me is that if the demand will be so strong for Athlon, isn't it easy just to crank out more Athlon and less Duron to meet the demand? I kind of think that AMD knows that the Athlon demand will be fixed at around 3M and making any more won't do any good but they will be able to make 7.2M K7 so make the rest as Duron and even they cannot sell them all, they can always say it is the infrastructure problem and not demand.

gary
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