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

To: tejek who wrote (129606)	3/8/2001 11:03:38 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

Tejek I made an assumption that cisco (example) would buy units that they need from amd at discount to amd flash price. They would not buy no matter what. Decrease in their demand would be reflected in amd's returns. But it also prevents it from switching to the other supplier with an extra inventory. The reduction in demand and prices does affect amd's bottom line but the fact that bargain shopping is somewhat restricted is reducing volatility. REgards -Albert