Paul Engel, re; <IBM/Aptiva/AMD>
I guess I need to make my point clearer when I address it to you.
All I said was, "In the area where AMD competes in desktops, (Aptiva), AMD has 5 models and Intel has 2." Obviously Intel is in more models in the entire product line, but that has nothing to do with my point.
<How many shares of AMD do you own, be honest?>
ZERO (And I don't have any options, either).
So how many shares of Intel do you own? Be honest.
I don't think you get it. It's not difficult to stay long Intel when you've held for years and your basis is low. But there are a lot of newbee's and lurkers on this investment thread who are in a much different position. A little balance is needed.
(BTW, you spend a lot of time on the AMD thread unmercilessly attacking AMD). Just trying to add some balance, right? ;-)
So enough on that. I have a different question.
Assuming the article on Celeron price cut's is accurate, (ie;, Celeron list price to drop below $100), what impact do you see on Intel margins and ASP's?
If , as Intel stated, Celeron is the fastest ramping CPU ever introduced by Intel, why the reported >40% price cut so soon? It's also reported that Mendocino pricing will be cut soon, with the 300 and 333 listing at $150 and $190 respectively. Now if Celeron's are that successful, what impact do you see on revenues and earnings? |
