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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: Dan3 who wrote (184338)5/25/2006 10:54:50 AM
From: Sarmad Y. Hermiz  Read Replies (1) of 186894
 
>> There is an inevitable, brutal price war shaping up for the second half of this year and Intel has a lot of work ahead of it to reduce its costs.

Cost is now the distinguishing feature in the AMD vs INTC investment decision. Both make good enough products for nearly all applications. As I said after the silly Dell pop, the stock valuations will come back to ASP and margin.

I think Intel has already won the contest. It will take a few more weeks for fund managers to come around to this view. And when they do, Fidelity and its copy cats will already be out of their hundreds of millions of shares, and there will be 400m shares less in the float for new buyers to bid on.
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