SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: kapkan4u who wrote (86148)7/26/1999 6:05:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
<These are the same accounts that left AMD in the first quarter due to k6-2 shortages. They are learning now that Intel can screw them up just as bad.>

It's not the same. AMD failed to ramp-up the K6-2 to high enough speeds to compete against the Celeron. This led to a drop in the average selling price on AMD's side. This paired up with low supply created a double-whammy for AMD.

In the situation with 440BX and 440ZX, the average selling price is rising. No double-whammy here. Just the opposite: price rises as supply dwindles.

Tenchusatsu



To: kapkan4u who wrote (86148)7/26/1999 6:57:00 PM
From: John F. Dowd  Read Replies (2) | Respond to of 186894
 
kk4u: What goes around comes around. INTC will take care of its loyal customers first - wouldn't you? JFD