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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Joe NYC who wrote (158421)	2/12/2002 1:44:56 AM
From: THE WATSONYOUTH	Read Replies (3) of 186894

I think there is a parallel to Intel (panicking and) releasing .18u P3 at 1 GHz about a year ago, which happened about a month before AMD's entry to mobile space. Sure... Intel is in a panic. AMD could be near ready to dump large quantities of .13um mobile chips into the market each quarter...most of which will be a better mobile solution than anything Intel has. There is a brutal mobile price war brewing. But...this time...Intel stands to be hurt FAR more than AMD was in the desktop price war. AMD is currently selling only about 800,000 mobile chips per quarter (maybe 10% of the mobile market). In my opinion, they will accept desk top prices to get additional business. What happens to Intel's mobile ASPs when AMD offers 4+ million high performing mobile processors per quarter at desktop prices?? Intel can't afford to lose this business. Intel's mobile ASP's will plummet. THE WATSONYOUTH

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