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Technology Stocks : Intel Corporation (INTC)
INTC 40.34-2.6%3:59 PM EST
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To: andreas_wonisch who wrote (151444)12/6/2001 7:51:43 PM
From: Road Walker  Read Replies (2) of 186894
 
Andreas,

re: Strange that Intel can't meet demand while having revenues that are about 30% lower than last year's.

Which hole has your head been in? ASP's are down YOY for both companies.

re: Without the new marketing scheme AMD wouldn't have anything to raise ASPs. Instead of backlashing big time it was and is a great success. And the best thing is that I haven't seen a single customer complaint about it. IMO there's no doubt that it is very successful. And since AMD is doing better in relative terms in Q4 than Intel it can't be just better overall demand.

Not a "single customer complaint", but the OEM's are not selling units into retail. They are not complaining, they are not buying.

And AMD doing better in "relative terms" is a joke. AMD is losing a little less money, Intel is making a little more money. It's like saying the Detroit Tigers are doing better in "relative terms" if they win this weekend and have a 1 and 10 record; and the Tampa Bay Bucs are doing worse in "relative terms" if they lose and have a 6 and 6 record.

re: And since AMD is doing better in relative terms in Q4 than Intel it can't be just better overall demand.

Demand that Intel can't meet may lift AMD out of a deep hole.

re: Of course this doesn't explain why we see more demand in that area right now but I can understand why people prefer these shops to OEMs.

And that was my question. Why has the value equation shifted towards the white box guys? What's changed?

John
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