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

To: Gary Ng who wrote (108589)	8/27/2000 2:56:35 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Gary, There seems to be not a lot of demand for $1000 CPUs. Scumbria

To: Gary Ng who wrote (108589)	8/27/2000 3:40:13 PM
From: THE WATSONYOUTH	Respond to of 186894

Interesting about the situation. I am just wondering if AMD did the same as you did, poking around for the real situation. If they did, I believe their recent price reduction was a mistake as this 'paper launch' may spark the demand for faster system and since Intel cannot provide the parts, their high speed Athlon can easily slip in so why bother to lower the price ? Just make it at parity to what Intel offer and cash in all those profit. Well, I think Intel will indeed have much larger quantities of 1GHz parts with the partial shrink and thus AMD needs to drop prices on the 1GHz and lower parts accordingly. However, it appears that AMD will have large quantities of 1.1GHz parts as well (probably a lot more than the number of 1GHz parts they had at the 1 GHz launch) and wants/needs to sell them all. Plus, they have to consider the Willy intro. So the approx. $850 1.1GHz price (is that right?) seems about right. These two companies know exactly how to price this stuff to extract maximum benefit. Intel is a master at it. The only difference is this time Intel doesn't hold all the high cards. THE WATSONYOUTH