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: Paul Engel who wrote (123883)	12/30/2000 3:32:13 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Just a few posts ago, you were trumpeting AMD's $100 ASPs! I've been posting that as their business plan goal for months - just as I've been posting Intel's business plan goal as $200 for months. Neither company is likely to reach business-plan-ASP-Nirvana next year. Given that the two companies sell fairly fungible products, IMHO it's going to be easier for AMD to come close to $100 ASPs than it will be for Intel to come close to $200 ASPs. And in terms of profitability, $100 ASPs for AMD are equal to $200 ASPs for Intel. If it's a really brutal year, it will be easier for AMD to maintain $70 ASPs than it will be for Intel to maintain $140 ASPs. Dan