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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.2%

3:59 PM EST

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To: Dan3 who wrote (125831)	1/23/2001 10:46:06 AM
From: SisterMaryElephant	Read Replies (1) of 186894

Dan, <But prices will come down. I just don't expect devastation for AMD or suicidal price cuts from Intel.> Intel "warned" of a roughly 1.3 billion dollar revenue shortfall. If true, I figure some portion of this lost revenue is to subsidize the price war against AMD. If AMD must match Intel dollar for dollar, AMD will lose market share, revenues or both. With a potential revenue shortfall and pressure on ASP's, as stated by AMD's own Q1 forward looking statement, you can guess that it will not be a good quarter for either company. Problem is, Intel warned at its CC, AMD did not (flat revenues and analyst upgrades). So expect to hear some bad news before February is out. Remember, the majority of Intel's drastic revenue cut impacts 20% of its business (the retail/desktop market), while it is about 50% of AMD's (the other being flash, which BTW is also seeing slower growth). IMO. SK

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