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

To: pgerassi who wrote (140436)	7/30/2001 1:07:43 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Intel is selling 1.4GHz Pentium 4 processors to Compaq Computer, Dell Computer and Hewlett-Packard for $100 vs. $200 or more for white-box makers, say solution providers and industry analysts. And on the notebook front, Intel is selling some processors to big OEMs for $350, while smaller, unbranded manufacturers pay $700 for the same processors. $100 for a 1.4GHZ P4? The Q3 earnings report will be interesting. Despite that pricing, more and more AMD systems are showing up on retailer's shelves, and the article makes it clear that one of the effects of Intel's current pricing strategy is to drive white box makers (the "other" that makes up about 1/3 of the market) into the arms of AMD. ....the chip maker is planning an Aug. 26 price cut that will slash the prices of its Pentium 4 line an average of 39 percent across the board. And more cuts,to the tune of another 23 percent,are slated to come in late October, the investment firm said. crn.com Looks like it's Global Thermonuclear War in the PC CPU business. Can Mutually Assured Destruction work as a business strategy? Intel has to come up with $6+ Billion each quarter if it wants to stay in business, AMD needs about $0.9 Billion each quarter.