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Technology Stocks : Intel Corporation (INTC)

INTC 37.32

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1:42 PM EST

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To: Elmer who wrote (155909)	1/17/2002 1:26:59 AM
From: wanna_bmw	Read Replies (1) of 186894

Elmer, Re: "AMD has never produced that many Athlons, the market is hungry for processors Intel can't supply and AMD falls short. Meanwhile you're sure AMD could have produced more. Why?" AMD cannot both ask for fair pricing, and sell as many volumes as they can make. If they kept ASPs at $60, they probably could have sold half a million or more extra units. There is always somebody somewhere who can be suckered with a discount. And moving to .13u will at least buy them a smaller die, which will increase further their current capacity. Either way you look at it, it's inevitable that AMD will be driving for larger volumes. In order to combat this, Intel will simply need superior products. They did well in terms of Northwood, but this is certainly not the time to start resting on their laurels. Intel has to get something great out for 2003 to go up against Hammer. Maybe this "Prescott" processor is it, but I haven't heard much about it, and for all I know, it'll be just another Pentium 4 shrink. wbmw

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