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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: milo_morai who wrote (163873)4/16/2002 10:37:31 AM
From: Tony Viola  Read Replies (2) of 186894
 
Manufacturing efficiencies at AMD not as good as at Intel, Merrill Lynch says:

Merrill is concerned, however, that the price cuts will place significant pressure on AMD; saying that manufacturing efficiencies at AMD are not improving as rapidly as at INTC and that INTC should therefore continue to enjoy a short-term competitive advantage.

08:03 ET Advanced Micro feeling price pressure from Intel: Merrill (AMD) 13.50: Merrill Lynch notes that Intel (INTC) cut microprocessor prices 10-30% last weekend; says this was expected and should be viewed in terms of mix shifts rather than simple percentage price reductions; Merrill is concerned, however, that the price cuts will place significant pressure on AMD; saying that manufacturing efficiencies at AMD are not improving as rapidly as at INTC and that INTC should therefore continue to enjoy a short-term competitive advantage.
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