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Technology Stocks : Intel Corporation (INTC)
INTC 37.32+1.8%3:59 PM EST
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To: Jim McMannis who wrote (141192)8/9/2001 6:17:12 PM
From: wanna_bmw  Read Replies (1) of 186894
 
Jim, Re: "If AMD and Intel were foolish to stuff these OEMs with low price chips..."

This "if" that you are basing your whole argument on has little chance of happening, at least to the degree that you are betting on. I agree that Intel probably gives discounts on high volume orders, but certainly not on the scale of 50%. The evidence that I used in my previous post had to do with the relatively small amount of grey market activity, which suggests that OEMs are *not* dumping their inventory. You can disagree if you'd like, but you don't need to get testy.

wanna_bmw
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