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

To: Dan3 who wrote (125901)	1/24/2001 2:05:14 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Alibi Dan - Re: "The dogs of war have been unleashed." Who let the AMDogs out ?? !!!! Paul

To: Dan3 who wrote (125901)	1/24/2001 2:23:20 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

The dogs of war have been unleashed. Here are a preliminary list of AMDs war dogs: Mandrake, Scooby Doo, Nanook, Deputy Dog, Snoopy, Goofy, Bingo, Blacktooth. citizenlunchbox.com Let's see now. AMD's ASP is 80. They are going to reduce the A by 197. A's represent what, 40% of AMD sales? That brings the ASP down to $13. I don't think the bank is going to like that.

To: Dan3 who wrote (125901)	1/24/2001 12:56:58 PM
From: NITT	Respond to of 186894

re: "Intel's $200 ASPs would appear to be a thing of the past." Someone says this every time Intel makes a price move. Intel has been successful at keeping ASPs up by keeping the mix of parts rich enough. If they move the 1GHz PIII volume mainstream and grow the PIV volume it will help hold up ASPs. The key is getting enough box makers to put high end CPUs in value configurations allowing buyers (business and consumer) to say "for $100 more I can get the bigger engine" without having to go for all the other bells and whistles. This appears to be a tough quarter and ASPs may drop, but Intel appears much better prepared to deal with it, and they will be better prepared for the business climate rebound. Nitt