Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Tony Viola who wrote (121966)	12/10/2000 7:17:03 PM
From: Dan3	Read Replies (1) of 186894

Re: Dan, are you OK? followed by I saw IBM go down from undisputed gorilla in computers to just a player. Sun next? I think so. SUN's just a player now, but I know what you mean. The thing to look out for here is ASPs. Intel has decided to do whatever it takes to keep AMD ASPs from rising. Which may mean that Intel has to drop ASPs much closer to current AMD ASPs. But AMD does very well with a $90 ASP, while Intel's breakeven point was somewhere around $130, and that was before their capex and material costs went up. I've been posting this theory for months now, that Q4 this year would be mediocre for Intel but that H1 next year would be much worse due Duron matching up with P3, and P4 too expensive on .18 to compete well against Athlon. We'll see how it works out. I do expect Intel to make up a chunk of its market share losses to AMD with market share gains from SUN. But, as AMD can tell you, taking market share away from the established leader in a sector usually means giving up some profitability. Dan

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