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

To: semiconeng who wrote (124863)	1/14/2001 2:44:04 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: . I don't believe there is any such thing as "Price Protection" It's been explicitly and literally discussed during question and answer sessions at AMD's quarterly conference calls. Listen to some of AMDs conference calls. The question comes up because AMD doesn't recognize sales to distributors until the parts have shipped to enduser. One of the reasons for this is that the distributors pay the current price at the time they sell to endusers, not the price current when they received their inventory. Intel has been less forthcoming about similar policies, but the consensus I've seen (and that's all there is to go on) is that any such program from intel is much more limited - largely because they didn't need to offer one. Ahhhhh... I see, you think. No evidence or facts at all. Well, I think, there was a sudden drop in AMD prices because the AMD machines and chips weren't moving off the shelves And, presumeably, you think Intel machines and systems were selling out. We are, each of us, entitled to our opinions. Before you get too comfortable with yours, review the link in post: Message 15177685 Available inventory is listed for a good sized distrbutor. in semiconductor roadmaps, things frequently happen sooner than expected If you say so. How are Itanium, Timna, and for that matter, SMP Athlons doing? Dan