Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.66

+1.3%

Dec 29 3:59 PM EST

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To: Paul Engel who wrote (141172)	8/9/2001 3:17:10 PM
From: Jim McMannis	Read Replies (4) of 186894

Yep, looks like the OEMs are jamming the retail channel with CPUS they got cheap and now have a surplus of. That ought to make the retail distributors real unhappy. Some may have to sell at a loss. Expect 1.5-1.7Ghz P4s under $150 soon (1.3s are already $135) since the OEMS paid ~$100 for them and they can't sell them in a computer. Between AMD trying to gain market share and Intel trying to hold market share AND increase fab space...I expect the war has just begun. Trouble is that Intel has less places to hide high ASPs...not notebooks any more and now the high ASPs in servers (and lack of demand) is looking a little tenuous for Intel. Still high ASPs on Itaniums and large cache Xeons though...probably another 6 months of a little gravy left there. Aint competition great! Not to mention the post Y2K slowdown... Jim

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