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: wanna_bmw who wrote (141188)	8/9/2001 5:51:29 PM
From: Jim McMannis	Read Replies (2) of 186894

Wanna~bmw but may have to settle for a razor scooter, Large OEMs regularly sell cpus into the retail market...also they feed retail distributors if they have to. If AMD and Intel were foolish to stuff these OEMs with low price chips (yes they do gve OEMs price breaks on big quantity) in hope of back to school demand and the large OEMs can't sell them they have no choice but to dump them in the after market. This would but undue pressure on outfits like Tech Data and Ingram especially IF they paid significantly more for the chips than say Dell or Gateway. So the bottom falls out of the market and distributors like TechData and Ingram get squeezed. AMD and Intel then have no choice but to lower evryones price and it's all down hill...CPU prices become like RAM prices. Intel though, because they have a couple speed grades over AMD can skim a tiny bit more off the top of the ASP heap but the end result is a massive compression of CPU prices which we are seeing now. Jim

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