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: Dan3 who wrote (123881)	12/30/2000 3:22:53 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<AMD hopes for $100 ASPs and makes money at anything over $70. INTC hopes for $200 ASPs and makes money at anything over about $140. > What a coincidence, I just posted something using the same $70 and $140 ASP numbers.

To: Dan3 who wrote (123881)	12/31/2000 11:43:00 AM
From: Hightechhooper	Read Replies (1) \| Respond to of 186894

Dan, Your logic is very flawed. I could address it in several areas but I will focus on just one. INTC does NOT have to lower prices just because AMD does. AMD does not have the capacity or the design wins in key market segements to impact INTC. INTC prices will not fall the way you predict. Its like saying someone with a pea shooter can cause a worldwide nuclear war. AMD has a pea shooter and INTC has the nuclear weapons. INTC will not follow AMD down the sewer, although INTC may go further down the sewer due to the economy but not due to AMD price competition. good luck,