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

To: Hightechhooper who wrote (123918)	12/31/2000 2:38:02 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "I would be happy to alter my views if you can point to some data that supports your view" Maybe you'll turn out to be right. I'm not in violent opposition to your views but I do see AMD controlling the price on the low end where Intel has large volume and the highend ASPs are just not holding up the way they did when there was no competition. AMD does have the capacity to dictate lowend pricing and Intel has no choice but to cut prices to avoid conceding market share. AMDs predatory pricing on the highend does affect Intel's pricing in the retail marketplace as well, just not as much because highend Athlons are not in such ready supply compared to Intel's volumes. Will Intel use excess capacity to increase availability of P4s? I think the P4 will not be a high volume product until late next year. Intel's job is to maximize profits as well as maintain market share and AMD's gains have been at the expense of Cyrix, not Intel. It's just too expensive to build compared to the P3. Even with industry leading yields the profits are still with the P3 and AMD appears to have lost momentum in trying to gain market share. The 1.2GHz Athlon is in very short supply and it's reasonable to conclude they have run out of gas in increasing the clock speed. So why kill P3 sales with the less profitable P4 before it's ready for primetime? EP