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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Elmer who wrote (151781)	12/10/2001 2:58:43 PM
From: Joe NYC	Read Replies (1) of 186894

Elmer, Intel does it, but when was the last time AMD did it? When the initial 1 GHz Athlon was released, is one example. I can think off. There were times when the pricing was somewhat linear, other times when it was more exponential. Re: The current "capacity constrained" scenario is no different from the previous, in 2000, when Intel was unable to deliver enough competitive Coppermines. Exactly. And that was a gift to AMD. If falling behind of one company is a gift to it's competitor, you are right. Intel fell behind with Piii, and had to resort to first version (without shrinks) of P4 for mainstream. If AMD did not have competitive Athlon, Intel would not have had to rush the switch to P4. P4 would have been priced high enough, so that the demand would be only how much Intel is able to supply, while continuing to rely on perfected Piii for the bulk of shipments. Joe

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