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

To: Robert Salasidis who wrote (107750)	8/19/2000 7:27:28 PM
From: Scumbria	Respond to of 186894

Robert, AMDs recent price cuts could all be a preemptive strike against Intel. They could also be an indication that AMD is about to release faster parts. Scumbria

To: Robert Salasidis who wrote (107750)	8/19/2000 7:51:34 PM
From: herb will	Read Replies (1) \| Respond to of 186894

Robert, "Just a thought" A year ago AMD just barely got by what they termed as Intel’s scorched earth policy. Why would they want to instigate a new preemptive strike price war when they lost the last one? Steep price cuts on that basis make no sense to me and Elmer believes that AMD is having yield problems to boot. Hey, it’ll all come out in the wash. Herb

To: Robert Salasidis who wrote (107750)	8/20/2000 6:39:29 AM
From: Gopher Broke	Respond to of 186894

AMDs recent price cuts could all be a preemptive strike against Intel. I am sure Intel will have similar cuts planned for their P3 line once P4 is released. Do you think Intel management are being overcautious in saying we will not see P4 in volume this year? Even if P4 is available in volume, do you think the mobo and OEM infrastructure is in place to support it? Because without P4 shipping in volume it would make no sense whatsoever for Intel to reduce P3 prices (apart from a response to market conditions outside their control). I believe both companies now focused on making money and not killing the other off. Why not just accept that AMD has a lot more fast processors to sell this quarter and they want to make sure they do sell them. $1000 a chip has always been niche pricing. $400 is mainstream high-end desktop. AMD's current ASP is about $100 a chip even including all current Athlon shipments. Being able to factor millions of chips at several hundred bucks a time into the equation is a dream come true for them.