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Technology Stocks : Intel Corporation (INTC)

INTC 48.76

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10:26 AM EST

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To: Paul Engel who wrote (123883)	12/30/2000 3:32:13 PM
From: Dan3	Read Replies (2) of 186894

Re: Just a few posts ago, you were trumpeting AMD's $100 ASPs! I've been posting that as their business plan goal for months - just as I've been posting Intel's business plan goal as $200 for months. Neither company is likely to reach business-plan-ASP-Nirvana next year. Given that the two companies sell fairly fungible products, IMHO it's going to be easier for AMD to come close to $100 ASPs than it will be for Intel to come close to $200 ASPs. And in terms of profitability, $100 ASPs for AMD are equal to $200 ASPs for Intel. If it's a really brutal year, it will be easier for AMD to maintain $70 ASPs than it will be for Intel to maintain $140 ASPs. Dan

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