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Technology Stocks : Intel Corporation (INTC)

INTC 36.85

+1.6%

Dec 19 3:59 PM EST

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To: Paul Engel who wrote (145843)	10/22/2001 1:03:29 PM
From: wanna_bmw	Read Replies (2) of 186894

Paul, Re: "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." You're right that this has had a direct effect on their ASPs, but if they are really able to stuff extra processors at the end of every quarter to meet unit volumes, what's to stop them from doing that in the future? The reason why I am persistent on this is because the Athlon XP has given them a larger premium, although I don't expect it to last. Eventually, I see them crashing Athlon XP prices as they try make unit volumes in subsequent quarters. The three questions I have is: 1) Can AMD continue this kind of behavior (assuming it is true)? 2) Will this help them to grow in market share, especially once they have more volumes of .13u chips? 3) And finally, can this effect Intel's business if all these OEMs and channel distributors are so inventory overloaded with AMD CPUs, that buying Intel CPUs becomes less favorable to them? wanna_bmw

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