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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: wanna_bmw who wrote (158504)2/12/2002 1:59:48 PM
From: Dan3  Read Replies (1) of 186894
 
Re: I don't believe that AMD will try to collapse ASPs (and neither will Intel, for that matter)

Never in the history of these two companies has either one been capable of sitting on (not using) brand new, very expensive, fast depreciating capacity while the other holds or gains market share.

They won't "try to collapse" ASPs, but that will be effect of the inevitable battle for market share, as both companies move from a capacity shortage situation to an excess capacity situation.
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