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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST
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To: dale_laroy who wrote (139205)7/15/2001 12:15:59 PM
From: SisterMaryElephant  Read Replies (2) of 186894
 
dale,

<dan3:I expect Intel to do its mobile ASPs whatever's necessary to stop hemorrhaging market share, and bleed ASPs and bleed profits in the process.

dale:Which is why AMD is projecting a 10% to 15% sequential decline during a time period when all their growth will be in mobile processor sales.>

According to the AMD CC, the main reason for the shortfall is lousy flash business. Also of note, Sander's said they expect to sell a lot more Durons than Athlons. Which leads me to question, why? If you want ASP's to improve you would sell more Athlons, right? The only reasons I can think of is that there is less demand for Athlons and/or they are tougher to produce (with respect to Durons).

SK
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