Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (132975)	4/19/2001 10:29:33 PM
From: THE WATSONYOUTH	Read Replies (1) of 186894

Another thing that I find interesting is that AMD investors think that mobile parts will increase AMD's ASP. I don't think it will happen. All that will happen is that Intel's ASP will move from $722 for the current high end mobile part to < $300 at the end of the year, together with a huge price drop of mobile ASP, 20 to 50% drop, probably up to $3 billion off the annual Intel revenue, or about 10% drop in the overall revenue. I think AMD's penetration into the mobile market will be modest at first. But, even a 10% penetration in the next year will kill off any growth in that area for Intel. Also, as you mentioned, those outrageously high mobile chip prices will be a thing of the past. This will put a world of hurt on Intel. AMD clearly knows this as they now seem to be particularly targeting that area. At this point in time, Intel has no choice but to lower prices substantially and hope that .13um Tulatin is a superior solution. One would think it would be relative to the .18um AMD mobile Palomino, but AMD apparently thinks otherwise. I guess we will see very soon. THE WATSONYOUTH

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next