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

To: Tony Viola who wrote (108227)	8/24/2000 4:43:51 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Tony - RE: "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." So you are basically saying why does AMD need to make "drastic" price cuts right now? The last time AMD did an all around price drop was in April. For comparison, Intel also dropped prices in April, and did so again in July, and will do so again this weekend. Since April, AMD has had one price drop while Intel will have had two price drops after this weekend. No, Intel's price drop in July and the upcoming one aren't as "drastic" as the one AMD just did, but if you combine the two price drops you will probably see kinda close percentage drops. (That's my WAG.) Why are AMD and Intel dropping prices even though, as you put it, "all I'm hearing in the industry is about shortages of components" ? Because they can and it doesn't affect them, but does increase demand. Intel will have done two moderate cuts twice and AMD did their "drastic" cuts once. Intel's next cuts are in late October. Don't know about AMD's. If you still aren't convinced the price cuts aren't anything big, I have no idea else I could say... theregister.co.uk theregister.co.uk theregister.co.uk