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

To: Scumbria who wrote (107452)	8/13/2000 11:43:45 AM
From: f.simons	Read Replies (1) \| Respond to of 186894

>> When 1GHz PIII was announced last spring, the official price was about $900. Now that they are actually "available", the price has gone up to $1150. During the same period of time, 1GHz Athlons have gone from $1200 to as low as $495. pricewatch.com Interesting, isn't it? ;^) Scumbria- This is a perfect example of the kind of Droid thinking that I can't understand no matter how much I try. Accepting your numbers, and assuming that both companies are selling all they can make, WHO HAS THE MARGINS? And who will have greater pricing power when volumes pick up? If you are already giving something away, it is hard to lower the price. Yes, your numbers are "interesting" but maybe not in the way you think. Frank

To: Scumbria who wrote (107452)	8/13/2000 12:06:54 PM
From: Jim McMannis	Respond to of 186894

Scumbria, RE:"BTW: When 1GHz PIII was announced last spring, the official price was about $900. Now that they are actually "available", the price has gone up to $1150. During the same period of time, 1GHz Athlons have gone from $1200 to as low as $495. pricewatch.com Interesting, isn't it? ;^)" Clearly Intel can sell it's 1 gig chip at a premium while AMD is having to cut prices in order to get rid of it's 1 gig chips. This is n indication that AMDs margins are going into the dumper...therefore we reiterate our strong buy on AMD (while we dump it) and continue reiterate our sell rating on Intel (you sell while we buy). - ANON Wall Street phund manager.

To: Scumbria who wrote (107452)	8/13/2000 12:45:51 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

SCUMbria - Re: 'When 1GHz PIII was announced last spring, the official price was about $900. Now that they are actually "available", the price has gone up to $1150. During the same period of time, 1GHz Athlons have gone from $1200 to as low as $495. pricewatch.com Interesting, isn't it? ;^)" The Intel price was for quantity 1000. AMD's price cutting reflects their desperation. As in the past, AMD cannot compete on performance - so they compete on price. Very typical of a second-rate operation. Factor this into AMD's ASP calculations for the future. Paul