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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Neal davidson who wrote (85696)	7/14/1999 3:44:00 PM
From: vegetarian	Respond to of 186894

>> Thread: Niles' report is out:<< That report looks more constrained than his "sell" babble in the past. For the non-beleivers, you only have to look at the volume on which Intel is going up today. It is 2 times the avg volume, which I consider a high volume.

To: Neal davidson who wrote (85696)	7/14/1999 5:17:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<''Intel expects flat sequential ASPs and a nearly $2 million quarter-to-quarter unit increase. While we believe the unit forecast is possible, assuming Intel maintains market share versus AMD, we believe flat ASPs will be hard given that AMD will be shipping Athlon in August,'' said Niles.> The boy must be smoking something if he thinks that AMD will produce enough volumes of Athlon this year to make a dent in Intel's ASP. AMD is planning to ship a million Athlons this year, give or take a couple hundred thousand. When compared with Intel's six-month volume of over 50 million CPU's, and knowing that Athlon is being positioned against the high-volume Pentium III instead of the low-volume Xeon, the only way Intel's ASP will be affected is if Intel pre-emptively cuts prices in response to Athlon. At least Danny Boy isn't shouting "Sell!" and putting up even weaker reasons like free PC's. Tenchusatsu