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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (86646)	1/12/2000 3:28:00 AM
From: tejek	Read Replies (1) \| Respond to of 1572598

So, I am trying to come up with what Intel can say to make people scared of AMD. (welcome thoughts from the thread) Charles, this is where you and I diverge....I believe Intel can say just about anything and they will be believed. For an example this is one possible scenario that might take place during Thursday's CC: Intel's A. Otellini "we will cut our prices just enough to squeeze AMD badly and seriously undermine their quarter without hurting our ASPs." Edelstone asks: "by what %tage will you cut?" Otellini: "we are not permitted to disclose that # due to our NDA (or some shtss thing like that)." Edelstone: "what do you anticipate your ASPs will be next quarter?" Otellini: "if that number were to be disclosed to the public, the guilty employee would be dismembered. Sorry." Next day, Edelstone raises Intel to a Strongest Buy with a price target of $1500 by Q2,2000 due to the anticipated nuking of AMD; thereby eliminating all competition in the market place. You may laugh or puke after reading the above scenario but that's nearly what Intel said in the Q2 CC after blowing that quarter's earnings, and they got several upgrades and the stock went up 30% in the next 2 months. Did I make my point? ted

To: Charles R who wrote (86646)	1/12/2000 10:23:00 AM
From: Cory Gault	Respond to of 1572598

Charles: In regards to your market share scenario for q1. Yes, I think differently. In my opinion retail slows down in q1 and corporate buying accelerates. With AMD non-entity in corporate, I don't think they capture significant "overall" marketshare from a unit standpoint in q1. Your lowend scenario is interesting. I see huge amounts of Celeron systems out there especially from HP/Compaq/e-machines... CG