Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

+3.6%

3:59 PM EST

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To: Dave who wrote (149217)	11/22/2001 9:57:00 PM
From: Bill Jackson	Read Replies (2) of 186894

Dave, A war needs two to battle. AMD came along a slight bit under Intel, so Intel dropped their price to kill AMD. Had Intel kept their price up AMD would have gotten a few % more, because that was all AMD could make. AMD was totally unable to supply even 20% of the market in those days. Now AMD can supply about 32-35% flat out, so Intel could add $200 to each CPU and so would AMD. In a few years they would both make a bundle. Intel wants to fine tune prices so AMD loses and Intel profits. A situation that can have one ending(unless AMD cross subsidizes with flash). Bill

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