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Strategies & Market Trends : The Amateur Traders Corner

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To: Frederick Langford who wrote (12659)	8/14/2001 3:10:36 PM
From: Tom Hua	Read Replies (1) of 19633

Fred, price war heating up between INTC and AMD. 14:45 ET Chip Notes : Merrill Lynch's Joe Osha comments on INTC/AMD price war... Thinks INTC continues to sell in volume at prices far below list; much anticipated price cuts will serve largely to bring stated prices a little closer to what company is actually charging... thinks AMD is playing the same game, selling well below list; in recent roadshow, AMD stated that it has no intention of losing market-share on price; expects AMD to respond to whatever INTC dishes out. Characteristics of a recession: (1) excessive inventory, followed by (2) price erosion. Looks like we're heading into the second stage. Regards, Tom

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