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

To: muzosi who wrote (137811)	6/20/2001 8:27:05 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Muzzle Mouth - Re: "; now p4 1.7 ghz is selling for $320, 1.5 is selling at $210. this is the fastest price reduction in the history of intc. if it is not a price war to fight athlon" Well...just how much does AMD's 1.7 GHz AthWIper sell for these days?

To: muzosi who wrote (137811)	6/20/2001 8:31:12 PM
From: tcmay	Read Replies (1) \| Respond to of 186894

Delivering the knock-out blow to AMD? << Message #137811 from muzosi at Jun 20, 2001 8:18 PM just HOW is Intel conducting a PRICE WAR...? p4 1.5 ghz started at around $800; now p4 1.7 ghz is selling for $320, 1.5 is selling at $210. this is the fastest price reduction in the history of intc. if it is not a price war to fight athlon, i am open to spin to figure out what it is. >> This is also a period of gluts of chips, of collapsing dot coms and teleco companies, and of a recognized substantial chip recession. Not factoring this and making a claim that "Intel is engaged in a price war" is short-sighted. This may be part of the strategy, to knock out AMD, a la CRUSH II, but there are exogenous factors which probably dominate pricing. (Personally, I think this recession will in fact deliver to AMD a devastating blow. With the Intel machine rolling along, firing on all cylinders, AMD is likely to be under enormous financial strain...soon. Were Intel to decide to swat down this pesky little copycat company, now would be a very good time to do it. Transmeta, too. By the time the dust clears, both could be either gone or absorbed.) --Tim May

To: muzosi who wrote (137811)	6/20/2001 8:40:44 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Muzosi, <if it is not a price war to fight athlon, i am open to spin to figure out what it is.> I guess the alternative is for Intel to continue pricing their high-end desktop processors at $800, thus allowing the competition to sweep up the market with lower prices. I don't see the purpose of whining and crying over a price war or who started it. If there is more product for sale than the market is willing to buy, obviously prices will fall. If AMD or the 'Droids don't like it, TOUGH. That's the market they're in, and that's the way they chose to compete against Intel. Tenchusatsu