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Technology Stocks : Intel Corporation (INTC)
INTC 48.72+3.0%3:59 PM EST

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To: Tenchusatsu who wrote (140663)8/1/2001 6:32:52 PM
From: AK2004  Read Replies (1) of 186894
 
Ten
price drop ? Don't forget that amd's market share is only 20%. The extra sales are less than 2 million chips. Market can easily absorb 2 million chips given sufficient price incentive. Even if not all 2 mil are sold then the increase in inventories should be much smaller than 2 mil.
BTW 2mil corresponds to less than a month worth of inventories.
Intel on another hand can perform the same trick because market would not absorb 10 million chips that easily
Regards
-Albert
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