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

To: Dan3 who wrote (138725)	7/6/2001 2:38:11 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Dan, <PIII's on .18 have variable costs of something like $20, while the much larger P4's that are replacing them are at least $50 until P4 is made on .13.> The P4 also commands a higher price. Top-of-the-line P4 sells for $330, while top-of-the-line P3 sells for $175. Gross margins are obviously much better for P4 than P3. Plus Intel has lots of excess fab capacity, so they can afford to shift production to P4 and scramble to higher GHz than AMD can reach with Athlon. No wonder AMD's ASP is in the gutter while Intel's ASP is likely holding up. Your arguments amount to nothing more than fool's logic. Plus your "AMD can build a fab once every five years without ever showing a profit" is so ridiculous, I wonder why I even bother responding. Tenchusatsu