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

To: GVTucker who wrote (98774)	2/11/2000 3:04:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

GV, <If Intel was still seeing high end demand above capacity, it seems to me that it would be the Athlon that would be seeing better than expected sales.> Remember that the Pentium III above 700 MHz is still in short supply, while Athlon supply seems to be rather plentiful. Either that means a severe production problem on Intel's part (one of the themes over on the AMD thread), or a high-end demand imbalance between Intel and AMD. I think the news is good for Intel as well as for AMD. Everyone talks about the MHz race, when the real issue here is volumes. And if the low-end demand really is stronger than expected (remember, this is where the real volumes are), we can see prices in this range firm up, leading to a slightly higher ASP. Tenchusatsu