Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (140753)	8/3/2001 11:50:40 AM
From: Windsock	Read Replies (2) of 186894

Jimbo Re: Price discounts to OEM You need to read your own source material. Buried in the article is a statement that both Intel and AMD are giving discounts to OEM's over white box makers. "In a report issued last week, Merrill Lynch analyst Joe Osha said that while it has been the norm for Intel and rival Advanced Micro Devices (AMD) to offer bigger discounts to higher-volume OEMs, they are stepping up price breaks for large customers even more." The reason for the focus on OEM's is easy to understand. That is where the volume exists, not the relative onesy twosy's of the white box houses. Do you think that AMD could stuff the channel with 1.6 million processors in cooperation with a couple white box makers? But AMD could and did work with one or two OEM's to pull in the end of June sales to make a still dismal Q2.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next