Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 46.47

-4.5%

Jan 30 9:30 AM EST

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To: Larry Loeb who wrote (37129)	10/21/1997 2:52:00 PM
From: Paul Engel	Read Replies (3) of 186894

Larry - Re: "Base on that knowledge, does my understanding make sense?" Your understanding makes perfect sense - with two caveats. 1. AMD's ASP (Average Selling Price) for the K6 was significantly reduced in Q3 (from Q2) due to Intel's price cuts and AMD's necessity to match these cuts and STILL stay below Intel's pricing umbrella by 25%. 2. Retail availability of AMD's K6 seems quite strong - I see their devices (alone) and inside Tier 2/3 boxes containing K6's all over the place - Fry's, T-Zone, CompUSA, PC-Connection (Mail Order), Tiger Direct (Mail Order). My "calculator" tells me that K6 availability WAS NOT AN ISSUE - and that the yield impact WAS NOT THAT SIGNIFICANT. AMD's real problem seems to be that their K6's are not selling well - especially inside the boxes of Tier 2/3 PC makers. Possibly, their speed distribution difficulties may account for some of these problems - but it is hard to imagine they accounted for $47,000,000 in losses (Before Tax credits). Paul

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