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

To: Cirruslvr who wrote (108224)	8/24/2000 11:09:42 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Cirrus, >Just curious, did Jim's and Andreas's reply to you change the way you view the price cuts, or do you still see things the same way? I feel the same way. Maybe I'm stupid or deaf, but all I'm hearing in the industry is about shortages of components. That's not just CPUs but DRAM, disk drives, flash, flat panels, system boards, capacitors, even silicon wafers! Prices across all those are firm to even rising. Why should vendors cut prices when they can't build enough to satisfy demand? I know that it's business as usual for Intel to cut prices every 3 months or so, along with new products introduction. But it looked, or at least "seemed" like the cuts would be less in dollars, and maybe less often. Then, here comes AMD with their quite drastic cuts. So, I still think AMD is an island, or one in a million, in their deep price cuts. I defy anyone to find one other electronic component company that's cutting anything like AMD is. One other thing, prices are so firm to rising in all other components, and demand for X86 servers is so high, that the prices of those servers is rising! That's unheard of too. And here is AMD chopping the legs off from underneath their prices. Makes no sense at all, even if their yields and bin splits are wonderful. Why not shovel in some extra money for a change, if their chips are so popular? Tony