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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: SisterMaryElephant who wrote (139220)	7/15/2001 12:22:53 PM
From: dale_laroy	Read Replies (1) of 186894

>Also of note, Sander's said they expect to sell a lot more Durons than Athlons. Which leads me to question, why?< Why did he say it, or why will this be the case? The reason he said it was that Duron sales soared in Q2 while Athlon sales actually declined. This is hinted at by AMD's statement that, in aggregate, Duron/Athlon sales increased, which probably means one of them declined. Guess which one. >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).< The only way to sell more Athlons is to either slash the price on Athlon (which AMD has been doing), or raise the price on Durons (which they have not been doing). Whichever step is taken however, is destined to fail unless done aggressively enough.

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