Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tenchusatsu who wrote (115457)	10/31/2000 10:02:27 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

T. Or perhaps you think AMD will be immune to price drops on Intel's part? Yes I do. When Intel was a performance leader, the marked awarded Intel ASP of > $180 and AMD < $90. Now the roles have changed. Do you think it is possible that the ASPs will stay in 2:1 ratio while Intel is selling inferior products? The prices will have to get closer to parity if Intel wants to give AMD competition, at least in the low end. Of course there is an alternative for Intel to just not cut prices, and let AMD walk away with as much market share as they can supply. The incremental unit sales and revenue for AMD would be relatively small. Joe