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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: Bill Jackson who wrote (167821)	7/9/2002 6:01:44 PM
From: NITT	Read Replies (1) of 186894

RE: "The industry knows who brought the price of CPUs down for them at Intel." I'd argue that while the CPU price wars have helped the consumer get more bang for the buck, it has not helped the industry that much, especially the box manufactures. It's much harder to manage your inventories when you are very uncertain with regard to pricing of a major system components like the CPU. The CPU has a major effect on the chipset and motherboard you use. Only the shortest of pipelines can can deal with this, which probably explains Dell's gains during this time. The ASPs of CPUs never hit $1000 and never will hit it. My guess is ASPs would go up a bit... $225 vs $175, and the bottom of the marker would stop at $60 or $75 versus below $50. Yes the top may also go up with the latest and greatest introduced at prices approaching $1000, but there would be very limited volume at that price. Specialty CPUs like Xeons and Itanium will be higher, but I'm talking about volume CPUs, not big cache specialty CPUs. Just my opinion. Nitt

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