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Technology Stocks : Intel Corporation (INTC)
INTC 39.37+6.7%3:59 PM EST
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To: Dave who wrote (138899)7/9/2001 12:44:54 PM
From: GVTucker  Read Replies (4) of 186894
 
Dave, RE: While the 'tireless rebutter" makes points, the problem is that his points are, simply, incorrect....

One very good point that Dan3 continues to make but gets lost in the shuffle is that AMD's breakeven ASP is much lower than Intel's breakeven.

While I am aware of the host of reasons why this is the case, nonetheless it is probably both true and valid.
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