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Technology Stocks : Intel Corporation (INTC)
INTC 46.95-2.8%Jan 16 3:59 PM EST
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To: wanna_bmw who wrote (153940)1/5/2002 8:47:30 PM
From: Dan3  Read Replies (1) of 186894
 
Re: Maybe you can cite your sources about the "glut" that you say is in the U.S.

The shelves of retail stores in the US have certainly had plenty of P4's all quarter.

Here's some info from a charmingly named screwdriver shop, that happens to be the place I bought my first AMD based computer (a 486-66).
P4       1900mhz $275.95
AthlonXP 1900+   $279.95  1.6GHZ
P4       1800mhz $216.95
AthlonXP 1800+   $199.95  1.53GHZ
P4       1700mhz $199.95
AthlonXP 17100+  $149.95  1.43GHZ
P4       1400mhz $149.95
Athlon   1400    $104.95

computerbrain.com

I happened to think of them, because they had two full page ads in a local computer magazine this month, both of which featured AMD systems. One of the ads was on the back page of the magazine, which had always been occupied by a different, shop and had featured Intel systems.

Remember that Intel has traditionally had ASPs of almost twice AMD's, now quantispeed Athlon XPs sell for close to the price of nominal speed P4s. Note that a 1.6GHZ AthlonXP sells for almost twice the price of a 1.7GHZ P4.

That's a pretty big change from last year.

I think that, in the US retail market at least, there is a glut of P4's. It's a lot like when AMD was "buying" market share by pricing its top of the line Athlon at $105 (in North America) and flooding the market with them.

It looks like Intel did the same thing in Q4 of this year, and one result was a glut of parts in North American retail, and shortages in Asia.
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