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Technology Stocks : Intel Corporation (INTC)
INTC 34.52-0.6%12:57 PM EST
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To: Dan3 who wrote (133535)4/28/2001 6:14:59 AM
From: dale_laroy  Read Replies (1) of 186894
 
"it looks like next quarter AMD may finally re-enter the notebook market and, for the first time, enter the server market. AMD won't make much money in either of those two markets (at first, maybe ever) but Intel will have to lower its prices unless it wants to give up chunks of the notebook and server markets. The brutality of the current price war makes it clear that Intel will fight bitterly for their remaining market share."

Q2 will probably be harder on AMD's ASPs than Intel's. But I would expect AMD to take enough of the notebook market in Q3 to actually regain some of the ASP lost in Q2, while Intel's ASP will continue to fall. Until the news of the delay in 0.13-micron equipment, I suspected that Intel might regain some of the ASP lost in Q3 during Q4, with AMD losing ASP again, but this situation is likely to reverse with the delay in 0.13-micron equipment. Indeed, AMD might manage to have as high of an ASP in Q4 as in Q1, but more likely only modestly above Q3 ASP.
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