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

To: stak who wrote (141237)	8/10/2001 11:12:01 AM
From: dale_laroy	Respond to of 186894

>I think that's fine as long as those boatloads of P4 1.5 GHz sales are not canibalizing Intel's own P4 1.8 to 2.0 speed grades. If they're stealing AMDs sales then the Aug 26th price drop of P4 1.5GHz worked like a charm.< Let's look at things logically. AMD has only about 22% of the market. P4 will not cannibalize Duron sales, so we have to limit the potential gain from AMD to Athlon. Athlon is less than half AMD's sales, which means 11% of the market. With Intel having 77% of the market already we have 7x193 for current revenues versus 8x130 for future revenues as our ratio. This means a drop from 1351 to 1040 units of revenue, even with Intel taking all of AMD's Athlon sales.