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Technology Stocks : Intel Corporation (INTC)

INTC 36.51

-0.9%

12:25 PM EST

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To: wanna_bmw who wrote (145840)	10/22/2001 12:41:36 PM
From: Paul Engel	Read Replies (2) of 186894

Beamer - Re: "The belief originally was that if you stuff the market, it would come back to bite you the next quarter when inventories are filled, and buyers are simply uninterested in buying more processors at any cost. Why hasn't this happened yet to AMD, " It already HAS HAPPENED to AMD. Check their ASPs for Q1 2001, Q2 2001 and Q3 2001 They went from $95 (Q1) to $75 (Q2) to $60 (Q3) - a direct result of shoving TOO MUCH PRODUCT into the market place at too little a sales price. Paul

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