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Technology Stocks : Intel Corporation (INTC)
INTC 37.26-0.7%1:34 PM EST

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To: Dan3 who wrote (138451)7/1/2001 12:47:52 AM
From: Paul Engel  Read Replies (1) of 186894
 
Blow Hard Dan - Re: "MSI's $200 board ships in a month or so, and, combined with the surprisingly strong performance of the dual processor Athlons, should give AMD 10% to 15% of that market by Q4 - but at ASPs of around $150."

Uh...you think Compaq and Dell and IBM are waiting for AthWipereMPty motherboards to come down in price by a few hundred dollars?

You think Ford and GM and Bank of America give a hoot about saving $200 on a stupid motherboard - and will shift 15% of their server orders over to AMD just as soon as the price of motherboards drops by a few bucks?

You either live in a dream world or you have blown your brains out through your mouth.
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