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

To: THE WATSONYOUTH who wrote (111266)	9/25/2000 7:21:36 PM
From: Bipin Prasad	Respond to of 186894

Mon, 25 Sep 2000, 7:10pm EDT Advanced Micro to Provide Hewlett-Packard With Flash Memory Semiconductors By Cesca Antonelli Sunnyvale, California, Sept. 25 (Bloomberg) -- Advanced Micro Devices Inc., Intel Corp.'s main rival in the markets for computer processors and flash-memory chips, said it won a three-year contract to supply flash to Hewlett-Packard Co., the No. 2 computer maker. Terms weren't disclosed. It's the first agreement Advanced Micro has forged with Hewlett-Packard to provide flash memory, which stores information in devices such as handheld organizers and cell phones when the power is turned off, Advanced Micro spokesman Tim Martin said. Hewlett-Packard will use the Advanced Micro products in its inkjet printers and some print servers. Advanced Micro shares have gained 82 percent this year. The Sunnyvale, California-based company has won business while Intel couldn't build enough chips to meet demand. On top of its gains in the processor market, Advanced Micro has built its success with flash. It's now the second-biggest maker of flash memory, behind Intel. Advanced Micro shares fell 1/2 to 26 on the New York Stock Exchange. Intel fell 2.56 to 45.38. Hewlett-Packard fell 2.38 to 101.31 on the NYSE.

To: THE WATSONYOUTH who wrote (111266)	9/25/2000 8:47:05 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

TWY, <Intel is charging $722 for the 850MHz version and $508 for the 800MHz version of these notebook processors. As with the server chips, this is another example of monopoly pricing.> I see your point, that the field is wide open for AMD's entry into the high-end mobile market. But don't you think calling it "monopoly pricing" or "absurd" is going a little too far? Intel is pushing faster in the mobile market than AMD. Why shouldn't Intel charge top dollar for the latest-n-greatest? If the situation were reversed, and Intel was the one trying to catch up to AMD in the mobile market, would you call that "absurd" as well? <Unless AMD technically can not deliver mobile Mustang, I don't see how Intel can prevent some AMD penetration in this area other than by drastically reducing pricing.> Guess Intel will just have to release better products for the mobile space sooner than AMD (or Transmeta). If Intel doesn't, customers will indeed go with AMD (or Transmeta), and there's nothing else Intel can do to stop that (short of pulling off Microsoft-like tactics). Tenchusatsu