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

To: Joe NYC who wrote (106193)	7/26/2000 10:35:14 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Joe, re: "I think you are missing the point. There is some correlation between price and performance. AMD is not replacing low price CPU with higher priced one. AMD is replacing a low performance CPU with a higher performing CPU, and as a result, the marketplace will award AMD a higher price." My point isn't about AMD giving Intel the low end (BTW, thank you very much). I think there is a presumption that AMD will be able to sell all the Athlons it can make (double last quarter) at the higher price point. AMD is moving more processors into price categories already shared with Intel, expecting to take market share. The marketplace isn't elastic, it won't expand because there are X many more Athlons. Intel in the past has been reluctant to give up market share, and may have the capacity to supply the demand. I don't know how this will play out, maybe AMD will be very successful, maybe not. It just seems that on both threads people feel that it will be easy for AMD to double Athlon sales, and I'm less convinced that will happen. John