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

To: Paul Engel who wrote (139186)	7/14/2001 11:18:10 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, >Will - Re: "The sumo wrestler is sitting on Jerry's face, Jerry can't see and thinks he is still in the ring. " Conjures up a rather gross picture to the mind. I guess Jerry is hardheaded enough to not get his noggin squashed though. Speaking of AMD CEOs, or potential future ones, on the CC, Hector sounded more like a line supervisor than a potential CEO. All of the business/strategy/sales questions from the analysts were picked up by either Slick or the sales/mktg VP, forget his name. Hector was "allowed" to talk about the factory stuff. Hector also comes across as a very uninspiring drone type whenever he's on CNBC. I think you're right about Hector's (non) future with the company. Actually, would be excellent for Intel if AMD were to promote him to Slick's job when Slick retires. Tony

To: Paul Engel who wrote (139186)	7/14/2001 12:18:22 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: And Intel will be getting >$200 for the 1.13 GHz and higher mobile and server Tualatins This business is changing. Intel used to get $200 for desktop Celerons and a multiple of that for mobile and SHV server chips. Then AMD entered the desktop market, and Intel had to go from monopoly pricing to market pricing. Intel desktop's ASPs are about 1/3 of what they used to be. With a requirement for ASPs about double that of AMD's, Intel's profitability has been riding on its mobile and server businesses. For the coming quarter, Intel is facing competition in the mobile market, as well as the desktop market. AMD will have 1.1GHZ and 1.2GHZ mobile chips on the shelves of retailers, and available online, for the fall selling season. The disappointing thing for AMD is that of all their products, the one that is clearly superior to anything Intel has right now is AMD's dual processor workstation / server platform. But the server market is very slow right now, and even more conservative than usual, so AMD will have a hard time gaining any (significant) sales volume in that market. The workstation market is a little more open, and if Intel doesn't show considerable generosity in pricing for that market, they'll lose a chunk of that one too. Since workstation and small server platforms and chips are the same, Intel's small server platform will also be coming under price pressure. Just as Intel couldn't lower PIII/P4 desktop prices in the retail market without losing their high margins in the corporate market, they can't cut workstation prices without cutting small server prices.