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

To: Joe NYC who wrote (102591)	4/18/2000 10:24:00 PM
From: Barry Grossman	Read Replies (3) \| Respond to of 186894

Jozef, Since Intel didn't lose market share, by not having additional capacity, Intel couldn't lower prices to compete any more aggressively than they did, so to that extent, you're right that they opened the door for AMD. When Intel has the additional capacity later this year, I don't anticipate that AMD will be allowed to gain any market share - in fact, the opposite may occur. We shall see. Barry

To: Joe NYC who wrote (102591)	4/18/2000 11:01:00 PM
From: Tony Viola	Read Replies (5) \| Respond to of 186894

It was me. I said one more quarter for AMD to dance and then slam the door (on AMD). I understand AMD has significant quantities of Athlons in inventory, and that's when Intel is sold out. What happens when Intel can meet all demand (if they can), and they are the CPU chip vendor of choice, which they still are? It's either lower price or raise more inventory for AMD, my eco 101 says. Tony